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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-692- 2.35% |
$111K - $124K
|
28.7K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2New |
$321 - $358
|
2
$340
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 4.76% |
$16.1K - $17.9K
|
2.2K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.61K - $1.79K
|
10
$1.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.5K- 60.17% |
$7.46M - $8.32M
|
30.8K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.86% |
$32.1K - $35.8K
|
6.8K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-32- 2.23% |
$5.14K - $5.73K
|
1.41K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-250- 4.72% |
$40.1K - $44.8K
|
5.04K
$858K
|
|
|
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
$320K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-60- 13.39% |
$9.63K - $10.7K
|
388
$66K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
61+ 1.46% |
$9.79K - $10.9K
|
4.25K
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.25% |
$803 - $896
|
2K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-553- 15.5% |
$88.8K - $99K
|
3.01K
$513K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-230- 1.81% |
$36.9K - $41.2K
|
12.5K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-653- 13.34% |
$105K - $117K
|
4.24K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.74K+ 8.15% |
$280K - $312K
|
23.1K
$3.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22KNew |
$357K - $398K
|
2.22K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$270K - $301K
|
1.68K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-125- 7.76% |
$20.1K - $22.4K
|
1.49K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
52+ 2.16% |
$8.35K - $9.31K
|
2.46K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.42K+ 19.18% |
$228K - $254K
|
8.82K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-412- 20.7% |
$66.1K - $73.8K
|
1.58K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
92+ 1.26% |
$14.8K - $16.5K
|
7.38K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$321 - $358
|
2.42K
$411K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
393+ 17.55% |
$63.1K - $70.4K
|
2.63K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.89% |
$8.67K - $9.67K
|
6.09K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$22.6K - $25.3K
|
141
$24K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.72KNew |
$275K - $307K
|
1.72K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 18.1% |
$308K - $343K
|
12.5K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62KNew |
$260K - $291K
|
1.62K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
899+ 7.59% |
$144K - $161K
|
12.8K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-23- 0.28% |
$3.69K - $4.12K
|
8.09K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
401+ 14.9% |
$64.4K - $71.8K
|
3.09K
$526K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$421K - $469K
|
2.62K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.29% |
$1.61K - $1.79K
|
785
$134K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 1.99% |
$4.01K - $4.48K
|
1.23K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.26KNew |
$1.16M - $1.3M
|
7.26K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-32- 22.22% |
$5.14K - $5.73K
|
112
$19.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-118- 8.7% |
$18.9K - $21.1K
|
1.24K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.24K+ 16.75% |
$360K - $401K
|
15.6K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.03K+ 14.49% |
$165K - $184K
|
8.12K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.86% |
$16.1K - $17.9K
|
5.48K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 28.25% |
$98.1K - $109K
|
2.77K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-60- 1.55% |
$9.63K - $10.7K
|
3.81K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43+ 0.08% |
$6.9K - $7.7K
|
54.4K
$9.26M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
34+ 0.78% |
$5.46K - $6.09K
|
4.39K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
23+ 0.62% |
$3.69K - $4.12K
|
3.7K
$630K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2KNew |
$3.08M - $3.44M
|
19.2K
$3.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7- 0.33% |
$1.12K - $1.25K
|
2.11K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-208- 1.94% |
$33.4K - $37.3K
|
10.5K
$1.79M
|