Latest Institutional Transactions on Vanguard Utilities ETF (VPU)
This table provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
156+ 57.35% |
$24.7K - $27.9K
|
428
$79.7K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34.7K+ 5.67% |
$5.49M - $6.2M
|
646K
$120M
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.13K- 5.52% |
$495K - $559K
|
53.6K
$9.98M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-64- 5.19% |
$10.1K - $11.4K
|
1.17K
$218K
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
175+ 1.68% |
$27.7K - $31.3K
|
10.6K
$1.97M
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
1.5K+ 25.21% |
$238K - $268K
|
7.45K
$1.39M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.87K+ 9.99% |
$455K - $514K
|
31.6K
$5.89M
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.06K+ 100.0% |
$167K - $189K
|
2.11K
$393K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
114+ 1.49% |
$18.1K - $20.4K
|
7.78K
$1.45M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
184+ 6.59% |
$29.1K - $32.9K
|
2.98K
$555K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.93K+ 32.98% |
$623K - $703K
|
15.9K
$2.95M
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
87+ 5.98% |
$13.8K - $15.6K
|
1.54K
$287K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
18+ 14.17% |
$2.85K - $3.22K
|
145
$27K
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-60- 3.57% |
$9.5K - $10.7K
|
1.62K
$302K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.63K+ 4.61% |
$416K - $470K
|
59.5K
$11.1M
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.42K- 8.5% |
$384K - $433K
|
26.1K
$4.86M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.4K- 8.6% |
$2.12M - $2.4M
|
142K
$26.5M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.08% |
$1.27K - $1.43K
|
9.65K
$1.8M
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 15.38% |
$7.92K - $8.94K
|
375
$69.9K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
11K+ 26.28% |
$1.74M - $1.96M
|
52.7K
$9.81M
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27New |
$4.28K - $4.83K
|
27
$5.03K
|
|
Aug 13, 2025
Q2 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-323- 2.35% |
$51.2K - $57.8K
|
13.4K
$2.5M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
576+ 29.24% |
$91.2K - $103K
|
2.55K
$474K
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
480+ 3.93% |
$76K - $85.8K
|
12.7K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$1.92M - $2.16M
|
12.1K
$2.25M
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.39K+ 131.83% |
$695K - $784K
|
7.71K
$1.44M
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.12K- 52.87% |
$810K - $915K
|
4.56K
$850K
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-11.2K- 34.33% |
$1.78M - $2.01M
|
21.5K
$4M
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
11.9K+ 6.65% |
$1.88M - $2.12M
|
190K
$35.4M
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.37% |
$1.27K - $1.43K
|
2.16K
$402K
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.08KNew |
$330K - $372K
|
2.08K
$388K
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
25+ 1.24% |
$3.96K - $4.47K
|
2.04K
$379K
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-50- 3.12% |
$7.92K - $8.94K
|
1.56K
$290K
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-151- 6.21% |
$23.9K - $27K
|
2.28K
$425K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-485- 10.63% |
$76.8K - $86.7K
|
4.08K
$759K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
497+ 10.19% |
$78.7K - $88.9K
|
5.37K
$1M
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-191- 8.95% |
$30.2K - $34.2K
|
1.94K
$362K
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.02K+ 4.42% |
$162K - $183K
|
24.2K
$4.5M
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-60- 0.52% |
$9.5K - $10.7K
|
11.5K
$2.14M
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.06K+ 15.83% |
$484K - $546K
|
22.4K
$4.17M
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-95- 3.93% |
$15K - $17K
|
2.32K
$432K
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-175- 4.08% |
$27.7K - $31.3K
|
4.12K
$767K
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
502+ 193.82% |
$79.5K - $89.8K
|
761
$142K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.33KNew |
$211K - $238K
|
1.33K
$248K
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.5K+ 58.21% |
$395K - $446K
|
6.78K
$1.26M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 1.91% |
$6.49K - $7.33K
|
2.19K
$409K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
966+ 5.17% |
$153K - $173K
|
19.7K
$3.66M
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-289- 3.15% |
$45.8K - $51.7K
|
8.89K
$1.66M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.92K+ 2526.32% |
$304K - $343K
|
2K
$372K
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-150- 9.37% |
$23.8K - $26.8K
|
1.45K
$270K
|