Purchases and Sales Made in Q4 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
372K+ 3923.57% |
$45.3M - $53M
|
382K
$64.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
190K+ 23.56% |
$23.1M - $27M
|
996K
$168M
|
|
|
Feb 14, 2024
Q4 2023
|
Hound Partners, LLC
New York, NY |
BUY
|
- |
135K+ 90.98% |
$16.4M - $19.2M
|
284K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
113K+ 14.7% |
$13.8M - $16.1M
|
885K
$149M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
58.6K+ 127.25% |
$7.13M - $8.33M
|
105K
$17.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
57.9K+ 22.87% |
$7.05M - $8.24M
|
311K
$52.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
38.4KNew |
$4.67M - $5.46M
|
38.4K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.5K+ 12.56% |
$4.32M - $5.05M
|
318K
$53.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
34.8KNew |
$4.24M - $4.95M
|
34.8K
$5.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
34.8K+ 182.09% |
$4.23M - $4.94M
|
53.9K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
34KNew |
$4.14M - $4.84M
|
34K
$5.72M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29.9K+ 35.21% |
$3.64M - $4.26M
|
115K
$19.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
29.2KNew |
$3.55M - $4.15M
|
29.2K
$4.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
26.4K+ 937.82% |
$3.21M - $3.75M
|
29.2K
$4.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.2KNew |
$2.82M - $3.29M
|
23.2K
$3.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.5K+ 116.78% |
$2.37M - $2.77M
|
36.2K
$6.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
17.4KNew |
$2.12M - $2.48M
|
17.4K
$2.93M
|
|
|
Mar 20, 2024
Q4 2023
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
17.3KNew |
$2.1M - $2.46M
|
17.3K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 35.25% |
$1.76M - $2.06M
|
55.5K
$9.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1KNew |
$1.72M - $2.01M
|
14.1K
$2.37M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.8K+ 1.4% |
$1.68M - $1.96M
|
996K
$168M
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 11.97% |
$1.52M - $1.78M
|
117K
$19.7M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.2KNew |
$1.49M - $1.74M
|
12.2K
$2.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
11.7K+ 148.2% |
$1.43M - $1.67M
|
19.6K
$3.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6KNew |
$1.41M - $1.64M
|
11.6K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.5K+ 103.99% |
$1.4M - $1.64M
|
22.6K
$3.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
11.5KNew |
$1.4M - $1.64M
|
11.5K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
10.4K+ 115.9% |
$1.26M - $1.48M
|
19.4K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 2.73% |
$1.25M - $1.46M
|
387K
$65.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
10.1K+ 45.68% |
$1.23M - $1.44M
|
32.2K
$5.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.57K+ 475.26% |
$1.16M - $1.36M
|
11.6K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.36K+ 363.61% |
$1.14M - $1.33M
|
11.9K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.75K+ 381.89% |
$1.06M - $1.24M
|
11K
$1.86M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.23K+ 38.42% |
$1M - $1.17M
|
29.6K
$4.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
8.23K+ 38.42% |
$1M - $1.17M
|
29.6K
$4.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.06K+ 67.21% |
$980K - $1.15M
|
20K
$3.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
7.28KNew |
$885K - $1.04M
|
7.28K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.19K+ 8.39% |
$875K - $1.02M
|
92.9K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.66KNew |
$810K - $947K
|
6.66K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.54KNew |
$796K - $930K
|
6.54K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.49KNew |
$789K - $923K
|
6.49K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
6.26K+ 233.69% |
$762K - $891K
|
8.94K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.21K+ 176.53% |
$756K - $884K
|
9.73K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$749K - $876K
|
6.16K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.96K+ 11.17% |
$724K - $847K
|
59.2K
$9.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.65KNew |
$687K - $804K
|
5.65K
$951K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58KNew |
$679K - $794K
|
5.58K
$939K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.54K+ 170.55% |
$674K - $788K
|
8.79K
$1.48M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.49K+ 40.64% |
$668K - $781K
|
19K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.38K+ 166.87% |
$654K - $765K
|
8.6K
$1.45M
|