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 |
|---|---|---|---|---|---|---|---|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
53+ 3.36% |
$8.51K - $9.49K
|
1.63K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 0.55% |
$8.51K - $9.49K
|
9.68K
$1.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52+ 18.91% |
$8.35K - $9.31K
|
327
$57.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
52+ 2.16% |
$8.35K - $9.31K
|
2.46K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$8.03K - $8.96K
|
50
$8.85K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
49New |
$7.87K - $8.78K
|
49
$8.67K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
44+ 0.38% |
$7.06K - $7.88K
|
11.6K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43+ 0.08% |
$6.9K - $7.7K
|
54.4K
$9.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.74K - $7.52K
|
42
$7.43K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
40+ 1.54% |
$6.42K - $7.16K
|
2.63K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39+ 0.48% |
$6.26K - $6.99K
|
8.18K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36+ 32.43% |
$5.78K - $6.45K
|
147
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 28.57% |
$5.78K - $6.45K
|
162
$28.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35+ 2.39% |
$5.62K - $6.27K
|
1.5K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35+ 0.32% |
$5.62K - $6.27K
|
11.1K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
34+ 0.78% |
$5.46K - $6.09K
|
4.39K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 1.52% |
$5.14K - $5.73K
|
2.14K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.41% |
$4.66K - $5.19K
|
7.04K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
27+ 0.9% |
$4.33K - $4.84K
|
3.02K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.92% |
$4.01K - $4.48K
|
2.75K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
23+ 0.58% |
$3.69K - $4.12K
|
3.97K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
23+ 0.62% |
$3.69K - $4.12K
|
3.7K
$655K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 0.81% |
$3.53K - $3.94K
|
2.74K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 1.44% |
$3.37K - $3.76K
|
1.48K
$262K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.39% |
$3.21K - $3.58K
|
5.1K
$902K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
19New |
$3.05K - $3.4K
|
19
$3.36K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 1.55% |
$3.05K - $3.4K
|
1.24K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18+ 1.12% |
$2.89K - $3.22K
|
1.62K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
18+ 1.46% |
$2.89K - $3.22K
|
1.25K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 1.57% |
$2.89K - $3.22K
|
1.17K
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
17+ 0.62% |
$2.73K - $3.04K
|
2.77K
$490K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
15+ 0.5% |
$2.41K - $2.69K
|
3.01K
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
15+ 5.73% |
$2.41K - $2.69K
|
277
$49K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
12New |
$1.93K - $2.15K
|
12
$2.12K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 3.3% |
$1.93K - $2.15K
|
376
$66.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12+ 0.5% |
$1.93K - $2.15K
|
2.41K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11New |
$1.77K - $1.97K
|
11
$1.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11+ 0.85% |
$1.77K - $1.97K
|
1.31K
$232K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
10+ 0.26% |
$1.61K - $1.79K
|
3.9K
$691K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 9.9% |
$1.61K - $1.79K
|
111
$19.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$1.61K - $1.79K
|
13.2K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.29% |
$1.61K - $1.79K
|
785
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.61K - $1.79K
|
10
$1.77K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$963 - $1.07K
|
2.23K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6+ 2.83% |
$963 - $1.07K
|
218
$38.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
6+ 0.35% |
$963 - $1.07K
|
1.7K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.16% |
$963 - $1.07K
|
3.77K
$667K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.13% |
$963 - $1.07K
|
4.8K
$849K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 4.9% |
$803 - $896
|
107
$18.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 1.5% |
$803 - $896
|
338
$59.8K
|