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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 2.33% |
$161 - $179
|
44
$7.62K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.28% |
$161 - $179
|
79
$13.7K
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 0.03% |
$161 - $179
|
3.48K
$602K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.78% |
$161 - $179
|
130
$22.5K
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.94% |
$161 - $179
|
107
$18.5K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2- 0.12% |
$321 - $358
|
1.66K
$287K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 2.99% |
$803 - $896
|
162
$28.1K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6- 0.43% |
$963 - $1.07K
|
1.39K
$240K
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7- 0.33% |
$1.12K - $1.25K
|
2.11K
$366K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 87.5% |
$1.12K - $1.25K
|
1
$173
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.66% |
$1.77K - $1.97K
|
1.66K
$287K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 2.38% |
$1.93K - $2.15K
|
493
$85.4K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 14.29% |
$2.41K - $2.69K
|
90
$15.6K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-16- 0.3% |
$2.57K - $2.87K
|
5.35K
$926K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-16- 0.75% |
$2.57K - $2.87K
|
2.12K
$368K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.44% |
$2.89K - $3.22K
|
4.05K
$701K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-20- 1.29% |
$3.21K - $3.58K
|
1.53K
$266K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-23- 0.28% |
$3.69K - $4.12K
|
8.09K
$1.4M
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-24- 0.69% |
$3.85K - $4.3K
|
3.43K
$594K
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 1.99% |
$4.01K - $4.48K
|
1.23K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32- 7.44% |
$5.14K - $5.73K
|
398
$69K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-32- 22.22% |
$5.14K - $5.73K
|
112
$19.4K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-32- 2.23% |
$5.14K - $5.73K
|
1.41K
$243K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-33- 1.22% |
$5.3K - $5.91K
|
2.67K
$463K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34- 0.68% |
$5.46K - $6.09K
|
4.94K
$856K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-34- 2.1% |
$5.46K - $6.09K
|
1.59K
$275K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 0.44% |
$6.26K - $6.99K
|
8.92K
$1.55M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-53- 2.06% |
$8.51K - $9.49K
|
2.52K
$437K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-55- 7.05% |
$8.83K - $9.85K
|
725
$126K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-60- 13.39% |
$9.63K - $10.7K
|
388
$67.2K
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.55% |
$9.63K - $10.7K
|
3.81K
$661K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-63- 2.41% |
$10.1K - $11.3K
|
2.56K
$443K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-63- 4.34% |
$10.1K - $11.3K
|
1.39K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-67- 7.7% |
$10.8K - $12K
|
803
$139K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-71- 0.52% |
$11.4K - $12.7K
|
13.5K
$2.34M
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-73- 0.51% |
$11.7K - $13.1K
|
14.3K
$2.48M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 1.0% |
$11.9K - $13.3K
|
7.31K
$1.27M
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-80- 0.25% |
$12.8K - $14.3K
|
32.4K
$5.62M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-82- 7.86% |
$13.2K - $14.7K
|
961
$167K
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-83- 1.34% |
$13.3K - $14.9K
|
6.09K
$1.06M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93- 4.27% |
$14.9K - $16.7K
|
2.09K
$361K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-95- 1.21% |
$15.2K - $17K
|
7.76K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 4.82% |
$15.7K - $17.6K
|
1.93K
$335K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-102- 2.37% |
$16.4K - $18.3K
|
4.19K
$727K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-114- 4.7% |
$18.3K - $20.4K
|
2.31K
$401K
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-115- 5.43% |
$18.5K - $20.6K
|
2K
$347K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-118- 8.7% |
$18.9K - $21.1K
|
1.24K
$215K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-122- 2.74% |
$19.6K - $21.9K
|
4.33K
$750K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-125- 7.76% |
$20.1K - $22.4K
|
1.49K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-126- 81.29% |
$20.2K - $22.6K
|
29
$5.03K
|