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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 2.28% |
$1.95K - $2.28K
|
718
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15+ 0.4% |
$1.82K - $2.13K
|
3.77K
$652K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 32.56% |
$1.7K - $1.99K
|
57
$9.88K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14+ 0.66% |
$1.7K - $1.99K
|
2.13K
$369K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 1.93% |
$1.34K - $1.56K
|
580
$101K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8+ 0.72% |
$973 - $1.14K
|
1.12K
$194K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8+ 3.6% |
$973 - $1.14K
|
230
$39.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
7+ 0.4% |
$852 - $996
|
1.76K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
7+ 0.25% |
$852 - $996
|
2.79K
$483K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.69% |
$852 - $996
|
1.02K
$176K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 1.99% |
$852 - $996
|
358
$62K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$730 - $853
|
5.67K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 5.56% |
$608 - $711
|
95
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 1.57% |
$487 - $569
|
258
$44.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.72% |
$365 - $427
|
420
$72.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 2.0% |
$365 - $427
|
153
$26.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
2New |
$243 - $284
|
2
$347
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.87% |
$243 - $284
|
109
$18.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 2.67% |
$243 - $284
|
77
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$122 - $142
|
1
$173
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$122 - $142
|
8
$1.39K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
1+ 50.0% |
$122 - $142
|
3
$520
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $142
|
2.7K
$468K
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.99% |
$487 - $569
|
401
$69.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 0.19% |
$608 - $711
|
2.58K
$448K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5- 0.09% |
$608 - $711
|
5.53K
$958K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-6- 3.8% |
$730 - $853
|
152
$26.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7- 7.61% |
$852 - $996
|
85
$14.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10- 0.16% |
$1.22K - $1.42K
|
6.11K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-15- 1.62% |
$1.82K - $2.13K
|
910
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16- 0.43% |
$1.95K - $2.28K
|
3.7K
$641K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 1.13% |
$2.43K - $2.84K
|
1.75K
$303K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-20- 13.79% |
$2.43K - $2.84K
|
125
$21.7K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 0.41% |
$2.43K - $2.84K
|
4.87K
$843K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 53.85% |
$2.55K - $2.99K
|
18
$3.12K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 1.13% |
$2.8K - $3.27K
|
2.02K
$350K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-27- 0.63% |
$3.28K - $3.84K
|
4.29K
$744K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 8.55% |
$3.53K - $4.12K
|
310
$53.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-35- 4.81% |
$4.26K - $4.98K
|
692
$120K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 2.49% |
$4.38K - $5.12K
|
1.41K
$244K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-40- 2.23% |
$4.87K - $5.69K
|
1.76K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45- 1.78% |
$5.47K - $6.4K
|
2.48K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-52- 0.79% |
$6.33K - $7.4K
|
6.56K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-52- 1.06% |
$6.33K - $7.4K
|
4.87K
$844K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 41.27% |
$6.33K - $7.4K
|
74
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-54- 0.35% |
$6.57K - $7.68K
|
15.5K
$2.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-55- 44.0% |
$6.69K - $7.82K
|
70
$12.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-56- 1.84% |
$6.81K - $7.96K
|
2.99K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-65- 3.61% |
$7.91K - $9.24K
|
1.74K
$301K
|