Purchases and Sales Made in Q4 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2024. 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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
622New |
$99.8K - $111K
|
622
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
619+ 40.38% |
$99.4K - $111K
|
2.15K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 28.25% |
$98.1K - $109K
|
2.77K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 14.3% |
$96.3K - $107K
|
4.8K
$849K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
583New |
$93.6K - $104K
|
583
$103K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
580+ 3.74% |
$93.1K - $104K
|
16.1K
$2.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
565+ 15.01% |
$90.7K - $101K
|
4.33K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
490+ 20.01% |
$78.7K - $87.8K
|
2.94K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
479+ 10.43% |
$76.9K - $85.8K
|
5.07K
$897K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 12.97% |
$76.2K - $85.1K
|
4.14K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
447+ 4.11% |
$71.8K - $80.1K
|
11.3K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
447New |
$71.8K - $80.1K
|
447
$79.1K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
420+ 6.09% |
$67.4K - $75.2K
|
7.31K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
419+ 29.86% |
$67.3K - $75K
|
1.82K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
412+ 1.15% |
$66.1K - $73.8K
|
36.1K
$6.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
401+ 14.9% |
$64.4K - $71.8K
|
3.09K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
400+ 9.84% |
$64.2K - $71.6K
|
4.46K
$790K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
393+ 17.55% |
$63.1K - $70.4K
|
2.63K
$466K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
389+ 4862.5% |
$62.4K - $69.7K
|
397
$70.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
369+ 3.51% |
$59.2K - $66.1K
|
10.9K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
366+ 11.67% |
$58.8K - $65.6K
|
3.5K
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
343+ 0.88% |
$55.1K - $61.4K
|
39.2K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
342+ 23.65% |
$54.9K - $61.3K
|
1.79K
$316K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
325+ 3.62% |
$52.2K - $58.2K
|
9.31K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
314+ 19.82% |
$50.4K - $56.2K
|
1.9K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
313+ 6.04% |
$50.2K - $56.1K
|
5.49K
$972K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
307+ 7.09% |
$49.3K - $55K
|
4.64K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
305New |
$49K - $54.6K
|
305
$54K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
305+ 50.08% |
$49K - $54.6K
|
914
$162K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
301+ 2.37% |
$48.3K - $53.9K
|
13K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300+ 300.0% |
$48.2K - $53.7K
|
400
$70.8K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
299New |
$48K - $53.6K
|
299
$52.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
299New |
$48K - $53.6K
|
299
$52.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
292+ 1.55% |
$46.9K - $52.3K
|
19.2K
$3.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
286+ 7.58% |
$45.9K - $51.2K
|
4.06K
$718K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
277+ 2.98% |
$44.5K - $49.6K
|
9.58K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
274+ 3.63% |
$44K - $49.1K
|
7.83K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
270+ 3.75% |
$43.3K - $48.4K
|
7.47K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268+ 1.96% |
$43K - $48K
|
13.9K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
262+ 12.2% |
$42.1K - $46.9K
|
2.41K
$426K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
261+ 5.42% |
$41.9K - $46.7K
|
5.08K
$898K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
260+ 11.75% |
$41.7K - $46.6K
|
2.47K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
259+ 9.07% |
$41.6K - $46.4K
|
3.12K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
257New |
$41.3K - $46K
|
257
$45.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
254+ 5.59% |
$40.8K - $45.5K
|
4.8K
$849K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
253+ 8.04% |
$40.6K - $45.3K
|
3.4K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
250+ 3.35% |
$40.1K - $44.8K
|
7.71K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
249+ 2.86% |
$40K - $44.6K
|
8.96K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
244New |
$39.2K - $43.7K
|
244
$43.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
222New |
$35.6K - $39.8K
|
222
$39.3K
|