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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
245New |
$29.8K - $34.8K
|
245
$41.2K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238+ 5.21% |
$29K - $33.9K
|
4.8K
$808K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
223New |
$27.1K - $31.7K
|
223
$37.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
214+ 4.82% |
$26K - $30.4K
|
4.65K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
213+ 71.48% |
$25.9K - $30.3K
|
511
$86K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
200+ 6.46% |
$24.3K - $28.4K
|
3.3K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
193New |
$23.5K - $27.5K
|
193
$32.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
181+ 18.85% |
$22K - $25.7K
|
1.14K
$192K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
163+ 2.34% |
$19.8K - $23.2K
|
7.14K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
148New |
$18K - $21.1K
|
148
$24.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140+ 254.55% |
$17K - $19.9K
|
195
$32.8K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
135+ 5.15% |
$16.4K - $19.2K
|
2.76K
$464K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
117+ 1.89% |
$14.2K - $16.6K
|
6.31K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
112+ 448.0% |
$13.6K - $15.9K
|
137
$23.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
108New |
$13.1K - $15.4K
|
108
$18.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
104New |
$12.7K - $14.8K
|
104
$17.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$12.2K - $14.2K
|
100
$16.8K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
92+ 20.0% |
$11.2K - $13.1K
|
552
$92.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
92+ 0.33% |
$11.2K - $13.1K
|
27.9K
$4.69M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
90New |
$10.9K - $12.8K
|
90
$15.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
90New |
$10.9K - $12.8K
|
90
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
87+ 0.39% |
$10.6K - $12.4K
|
22.3K
$3.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
86+ 1.24% |
$10.5K - $12.2K
|
7K
$1.18M
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
85New |
$10.3K - $12.1K
|
85
$14.3K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
84+ 2.46% |
$10.2K - $11.9K
|
3.5K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
83+ 29.23% |
$10.1K - $11.8K
|
367
$61.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80New |
$9.73K - $11.4K
|
80
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 1.47% |
$9.37K - $11K
|
5.3K
$892K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
74+ 3.05% |
$9K - $10.5K
|
2.5K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
73New |
$8.88K - $10.4K
|
73
$12.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
69+ 1.75% |
$8.39K - $9.81K
|
4.01K
$674K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
68New |
$8.27K - $9.67K
|
68
$11.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
56+ 11.2% |
$6.81K - $7.96K
|
556
$93.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
53New |
$6.45K - $7.54K
|
53
$8.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$6.08K - $7.11K
|
50
$8.41K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
49+ 2.91% |
$5.96K - $6.97K
|
1.73K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
49+ 0.09% |
$5.96K - $6.97K
|
55.1K
$9.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
48+ 1.82% |
$5.84K - $6.83K
|
2.68K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
41+ 0.56% |
$4.99K - $5.83K
|
7.34K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
40+ 1.97% |
$4.87K - $5.69K
|
2.07K
$349K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
35New |
$4.26K - $4.98K
|
35
$5.89K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.46% |
$3.16K - $3.7K
|
5.64K
$950K
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 1.5% |
$3.04K - $3.56K
|
1.69K
$284K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
24+ 1.01% |
$2.92K - $3.41K
|
2.4K
$403K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 1.93% |
$2.8K - $3.27K
|
1.22K
$205K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21+ 0.43% |
$2.55K - $2.99K
|
4.89K
$822K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 2.02% |
$2.55K - $2.99K
|
1.06K
$178K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.12% |
$2.43K - $2.84K
|
17.3K
$2.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 2.28% |
$1.95K - $2.28K
|
718
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15+ 0.4% |
$1.82K - $2.13K
|
3.77K
$634K
|