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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
475New |
$64.6K - $75K
|
475
$70.5K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-72- 0.59% |
$9.79K - $11.4K
|
12.2K
$1.81M
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
90+ 600.0% |
$12.2K - $14.2K
|
105
$15.6K
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.1KNew |
$1.31M - $1.44M
|
10.1K
$1.5M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.01K+ 338.13% |
$131K - $144K
|
1.31K
$194K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187+ 135.51% |
$24.2K - $26.7K
|
325
$48.2K
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.1K+ 35.56% |
$1.57M - $1.72M
|
46.1K
$6.84M
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
258New |
$33.4K - $36.8K
|
258
$38.3K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$188K - $207K
|
1.45K
$215K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171K+ 616.0% |
$22.1M - $24.3M
|
198K
$29.4M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3KNew |
$3.92M - $4.31M
|
30.3K
$4.49M
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-329- 6.81% |
$42.6K - $46.9K
|
4.5K
$668K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 3.2% |
$518 - $570
|
129
$19.1K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$130 - $143
|
1.53K
$226K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 9.07% |
$200K - $220K
|
15.5K
$2.29M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.81% |
$5.44K - $5.99K
|
5.13K
$761K
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
91+ 1.63% |
$11.8K - $13K
|
5.67K
$841K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.86K+ 39.26% |
$630K - $693K
|
17.2K
$2.56M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.73K+ 239.08% |
$872K - $960K
|
9.55K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 10.68% |
$138K - $151K
|
11K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.08K+ 28.9% |
$400K - $440K
|
13.8K
$2.04M
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 5.41% |
$1.04K - $1.14K
|
140
$20.8K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 86.02% |
$51.8K - $57K
|
65
$9.64K
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.48KNew |
$192K - $212K
|
1.48K
$220K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15K- 86.23% |
$1.95M - $2.14M
|
2.4K
$356K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 32.6% |
$16.3M - $18M
|
513K
$76.1M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.29K- 5.55% |
$296K - $326K
|
38.9K
$5.77M
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.4K+ 70.16% |
$182K - $200K
|
3.4K
$504K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.7K+ 59.24% |
$8.51M - $9.37M
|
177K
$26.2M
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
1.79K+ 5.8% |
$232K - $255K
|
32.6K
$4.84M
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
81New |
$10.5K - $11.5K
|
81
$12K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.1K- 3.73% |
$4.81M - $5.29M
|
959K
$142M
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
215New |
$27.9K - $30.7K
|
215
$31.9K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
261+ 2.26% |
$33.8K - $37.2K
|
11.8K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 10.06% |
$191K - $211K
|
13.2K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.64KNew |
$1.12M - $1.23M
|
8.64K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-593- 39.69% |
$76.8K - $84.5K
|
901
$134K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
514+ 34.85% |
$66.6K - $73.3K
|
1.99K
$295K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.21K+ 74.36% |
$1.06M - $1.17M
|
19.3K
$2.86M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 8.69% |
$174K - $192K
|
14.1K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.72K+ 18.56% |
$482K - $531K
|
23.8K
$3.53M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400- 24.32% |
$51.8K - $57K
|
1.25K
$185K
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10.7KNew |
$1.38M - $1.52M
|
10.7K
$1.58M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
42.9K+ 65.23% |
$5.56M - $6.12M
|
109K
$16.1M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.4KNew |
$1.73M - $1.9M
|
13.4K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.96% |
$130 - $143
|
105
$15.6K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
85.8KNew |
$11.1M - $12.2M
|
85.8K
$12.7M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.4K+ 230.67% |
$6.4M - $7.04M
|
70.8K
$10.5M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-272K- 30.75% |
$35.2M - $38.8M
|
613K
$90.9M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 63.19% |
$13.3K - $14.7K
|
266
$39.5K
|