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 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-889- 30.7% |
$143K - $159K
|
2.01K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-926- 39.73% |
$149K - $166K
|
1.41K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-966- 0.73% |
$155K - $173K
|
131K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-983- 13.86% |
$158K - $176K
|
6.11K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-994- 90.04% |
$160K - $178K
|
110
$19.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 10.93% |
$166K - $186K
|
8.45K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 8.21% |
$167K - $186K
|
11.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 20.93% |
$175K - $195K
|
4.12K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.28K- 19.69% |
$205K - $229K
|
5.22K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.31K- 5.21% |
$211K - $235K
|
23.9K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 5.68% |
$255K - $284K
|
26.4K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 31.53% |
$260K - $290K
|
3.52K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.72K- 27.48% |
$276K - $308K
|
4.54K
$787K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.83K- 87.74% |
$293K - $327K
|
255
$44.2K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 15.61% |
$296K - $330K
|
9.96K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 43.09% |
$304K - $339K
|
2.5K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 3.38% |
$322K - $359K
|
57.2K
$9.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.21K- 56.21% |
$354K - $395K
|
1.72K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.23K- 32.26% |
$358K - $399K
|
4.68K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 15.3% |
$361K - $403K
|
12.5K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.49K- 66.83% |
$399K - $446K
|
1.24K
$214K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.6K- 5.24% |
$418K - $466K
|
47.1K
$8.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.71K- 12.38% |
$435K - $486K
|
19.2K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.79K- 51.97% |
$448K - $499K
|
2.58K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.83K- 2.83% |
$454K - $507K
|
97K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.91K- 61.83% |
$627K - $700K
|
2.41K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.98K- 60.83% |
$638K - $712K
|
2.56K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4K- 54.42% |
$642K - $716K
|
3.35K
$580K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.62K- 3.86% |
$741K - $827K
|
115K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.23K- 98.68% |
$839K - $937K
|
70
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 35.46% |
$843K - $941K
|
9.56K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.57K- 74.55% |
$1.05M - $1.18M
|
2.24K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.14K- 43.98% |
$1.47M - $1.64M
|
11.6K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-11.6K- 40.36% |
$1.86M - $2.08M
|
17.1K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-22.7K- 54.36% |
$3.65M - $4.07M
|
19.1K
$3.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 24.8% |
$5.15M - $5.75M
|
97.3K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-40.1K- 3.87% |
$6.43M - $7.18M
|
994K
$172M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.6K- 26.88% |
$6.84M - $7.63M
|
116K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.5K- 60.17% |
$7.46M - $8.32M
|
30.8K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.4K- 10.19% |
$11M - $12.3M
|
603K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-112K- 26.93% |
$18M - $20.1M
|
304K
$52.6M
|