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 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-73- 0.51% |
$11.7K - $13.1K
|
14.3K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-74- 1.0% |
$11.9K - $13.3K
|
7.31K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-80- 0.25% |
$12.8K - $14.3K
|
32.4K
$5.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-82- 7.86% |
$13.2K - $14.7K
|
961
$170K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-83- 1.34% |
$13.3K - $14.9K
|
6.09K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93- 4.27% |
$14.9K - $16.7K
|
2.09K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-95- 1.21% |
$15.2K - $17K
|
7.76K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 4.82% |
$15.7K - $17.6K
|
1.93K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-102- 2.37% |
$16.4K - $18.3K
|
4.19K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-114- 4.7% |
$18.3K - $20.4K
|
2.31K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-115- 5.43% |
$18.5K - $20.6K
|
2K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-118- 8.7% |
$18.9K - $21.1K
|
1.24K
$219K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-122- 2.74% |
$19.6K - $21.9K
|
4.33K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-125- 7.76% |
$20.1K - $22.4K
|
1.49K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-126- 81.29% |
$20.2K - $22.6K
|
29
$5.13K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-142- 3.41% |
$22.8K - $25.4K
|
4.02K
$711K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-143- 7.29% |
$23K - $25.6K
|
1.82K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-143- 0.25% |
$23K - $25.6K
|
57K
$10.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-146- 9.51% |
$23.4K - $26.2K
|
1.39K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-162- 3.39% |
$26K - $29K
|
4.62K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-166- 2.71% |
$26.6K - $29.7K
|
5.95K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-171- 1.66% |
$27.4K - $30.6K
|
10.1K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-182- 8.83% |
$29.2K - $32.6K
|
1.88K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-185- 1.11% |
$29.7K - $33.1K
|
16.5K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.86% |
$32.1K - $35.8K
|
6.8K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-206- 1.79% |
$33.1K - $36.9K
|
11.3K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-208- 1.94% |
$33.4K - $37.3K
|
10.5K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-214- 1.47% |
$34.4K - $38.3K
|
14.3K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-218- 0.06% |
$35K - $39K
|
364K
$64.4M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-228- 0.79% |
$36.6K - $40.8K
|
28.6K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-230- 1.81% |
$36.9K - $41.2K
|
12.5K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-236- 1.24% |
$37.9K - $42.3K
|
18.8K
$3.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-245- 9.54% |
$39.3K - $43.9K
|
2.32K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-250- 4.72% |
$40.1K - $44.8K
|
5.04K
$892K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-266- 5.1% |
$42.7K - $47.6K
|
4.95K
$876K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-317- 1.81% |
$50.9K - $56.8K
|
17.2K
$3.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-319- 15.02% |
$51.2K - $57.1K
|
1.81K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-344- 0.52% |
$55.2K - $61.6K
|
65.5K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-348- 16.1% |
$55.9K - $62.3K
|
1.81K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-352- 4.03% |
$56.5K - $63K
|
8.37K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-355- 11.87% |
$57K - $63.6K
|
2.64K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-357- 7.53% |
$57.3K - $63.9K
|
4.38K
$775K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-362- 0.8% |
$58.1K - $64.8K
|
44.6K
$7.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 20.7% |
$66.1K - $73.8K
|
1.58K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-449- 27.98% |
$72.1K - $80.4K
|
1.16K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-454- 1.57% |
$72.9K - $81.3K
|
28.4K
$5.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-455- 21.67% |
$73K - $81.5K
|
1.65K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-465- 2.53% |
$74.6K - $83.3K
|
17.9K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-465- 4.02% |
$74.6K - $83.3K
|
11.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-478- 4.96% |
$76.7K - $85.6K
|
9.16K
$1.62M
|