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
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-480- 78.69% |
$77K - $86K
|
130
$23K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-540- 1.13% |
$86.7K - $96.7K
|
47.2K
$8.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-542- 6.73% |
$87K - $97.1K
|
7.51K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-542- 29.59% |
$87K - $97.1K
|
1.29K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-553- 15.5% |
$88.8K - $99K
|
3.01K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-580- 17.68% |
$93.1K - $104K
|
2.7K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-592- 1.72% |
$95K - $106K
|
33.7K
$5.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-646- 12.35% |
$104K - $116K
|
4.59K
$812K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-653- 13.34% |
$105K - $117K
|
4.24K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-661- 1.13% |
$106K - $118K
|
57.9K
$10.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-692- 2.35% |
$111K - $124K
|
28.7K
$5.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-700- 11.86% |
$112K - $125K
|
5.2K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-726- 12.26% |
$117K - $130K
|
5.2K
$920K
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-750- 31.87% |
$120K - $134K
|
1.6K
$284K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-765- 7.15% |
$123K - $137K
|
9.93K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-776- 4.21% |
$125K - $139K
|
17.7K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-797- 12.45% |
$128K - $143K
|
5.61K
$992K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-810- 22.82% |
$130K - $145K
|
2.74K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-889- 30.7% |
$143K - $159K
|
2.01K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-926- 39.73% |
$149K - $166K
|
1.41K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-966- 0.73% |
$155K - $173K
|
131K
$23.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-983- 13.86% |
$158K - $176K
|
6.11K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-994- 90.04% |
$160K - $178K
|
110
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 10.93% |
$166K - $186K
|
8.45K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.04K- 8.21% |
$167K - $186K
|
11.6K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 20.93% |
$175K - $195K
|
4.12K
$728K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.28K- 19.69% |
$205K - $229K
|
5.22K
$923K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.31K- 5.21% |
$211K - $235K
|
23.9K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 5.68% |
$255K - $284K
|
26.4K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 31.53% |
$260K - $290K
|
3.52K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.72K- 27.48% |
$276K - $308K
|
4.54K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.83K- 87.74% |
$293K - $327K
|
255
$45.1K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 15.61% |
$296K - $330K
|
9.96K
$1.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 43.09% |
$304K - $339K
|
2.5K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 3.38% |
$322K - $359K
|
57.2K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.21K- 56.21% |
$354K - $395K
|
1.72K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.23K- 32.26% |
$358K - $399K
|
4.68K
$829K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 15.3% |
$361K - $403K
|
12.5K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.49K- 66.83% |
$399K - $446K
|
1.24K
$219K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.6K- 5.24% |
$418K - $466K
|
47.1K
$8.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.71K- 12.38% |
$435K - $486K
|
19.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.79K- 51.97% |
$448K - $499K
|
2.58K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.83K- 2.83% |
$454K - $507K
|
97K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.91K- 61.83% |
$627K - $700K
|
2.41K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.98K- 60.83% |
$638K - $712K
|
2.56K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4K- 54.42% |
$642K - $716K
|
3.35K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.62K- 3.86% |
$741K - $827K
|
115K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.23K- 98.68% |
$839K - $937K
|
70
$12.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.25K- 35.46% |
$843K - $941K
|
9.56K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-6.57K- 74.55% |
$1.05M - $1.18M
|
2.24K
$397K
|