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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-960- 5.19% |
$141K - $168K
|
17.5K
$2.87M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
181New |
$26.5K - $31.6K
|
181
$29.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.4KNew |
$2.99M - $3.56M
|
20.4K
$3.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
1.3KNew |
$191K - $227K
|
1.3K
$213K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
4.9KNew |
$718K - $854K
|
4.9K
$801K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
373+ 7.24% |
$54.7K - $65.1K
|
5.52K
$903K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48.2K+ 3335.13% |
$7.07M - $8.42M
|
49.7K
$8.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-377- 69.3% |
$55.3K - $65.8K
|
167
$27.3K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.69K- 5.52% |
$248K - $295K
|
28.9K
$4.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160+ 0.26% |
$23.5K - $27.9K
|
62.6K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.66K+ 26.69% |
$390K - $464K
|
12.6K
$2.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
301+ 3.84% |
$44.1K - $52.5K
|
8.14K
$1.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
247+ 30.53% |
$36.2K - $43.1K
|
1.06K
$173K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.44K- 21.93% |
$212K - $252K
|
5.14K
$840K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-4.15K- 4.77% |
$609K - $725K
|
82.9K
$13.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
30New |
$4.4K - $5.24K
|
30
$4.91K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
175New |
$25.7K - $30.5K
|
175
$28.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
51+ 0.96% |
$7.48K - $8.9K
|
5.36K
$877K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.18KNew |
$319K - $380K
|
2.18K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-452- 3.44% |
$66.3K - $78.9K
|
12.7K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.82KNew |
$854K - $1.02M
|
5.82K
$952K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
430New |
$63.1K - $75.1K
|
430
$70.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
960New |
$141K - $168K
|
960
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
118+ 2.08% |
$17.3K - $20.6K
|
5.79K
$947K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
120New |
$17.6K - $20.9K
|
120
$19.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
603+ 4.24% |
$88.4K - $105K
|
14.8K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-20- 0.94% |
$2.93K - $3.49K
|
2.12K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-129- 1.21% |
$18.9K - $22.5K
|
10.5K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-1.5K- 2.57% |
$219K - $261K
|
56.7K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
265+ 3.69% |
$38.9K - $46.3K
|
7.46K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
39.1K+ 10.38% |
$5.73M - $6.83M
|
416K
$68M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.36K- 3.47% |
$1.08M - $1.28M
|
204K
$33.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
657+ 14.45% |
$96.3K - $115K
|
5.2K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
510+ 1.39% |
$74.8K - $89K
|
37.3K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
270+ 0.84% |
$39.6K - $47.1K
|
32.5K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-65- 0.12% |
$9.53K - $11.3K
|
52.2K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
84+ 2.76% |
$12.3K - $14.7K
|
3.13K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.02K+ 16.13% |
$296K - $352K
|
14.5K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.99K+ 53.04% |
$1.03M - $1.22M
|
20.2K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 88.54% |
$1.92M - $2.29M
|
27.9K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
424+ 26.37% |
$62.2K - $74K
|
2.03K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.81K+ 11.29% |
$413K - $491K
|
27.7K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16- 0.31% |
$2.35K - $2.79K
|
5.18K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.79K+ 1.71% |
$409K - $486K
|
166K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
23+ 0.21% |
$3.37K - $4.01K
|
11.1K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12K+ 18.89% |
$1.75M - $2.09M
|
75.3K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.76KNew |
$258K - $307K
|
1.76K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.7% |
$1.61K - $1.92K
|
1.58K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-16- 1.05% |
$2.35K - $2.79K
|
1.51K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.7K+ 14.45% |
$13.2M - $15.7M
|
710K
$116M
|