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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 9.97% |
$24.8K - $26.7K
|
1.39K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
166New |
$26.8K - $28.8K
|
166
$30.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
309New |
$49.8K - $53.6K
|
309
$57.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 33.33% |
$24.2K - $26K
|
300
$55.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
75New |
$12.1K - $13K
|
75
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-187- 1.85% |
$30.2K - $32.4K
|
9.93K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-161- 10.83% |
$26K - $27.9K
|
1.33K
$247K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 10.23% |
$9.19K - $9.88K
|
500
$93.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$161 - $173
|
527
$98.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
152New |
$24.5K - $26.3K
|
152
$28.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
17+ 170.0% |
$2.74K - $2.95K
|
27
$5.03K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
188+ 2.55% |
$30.3K - $32.6K
|
7.57K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-337- 12.6% |
$54.3K - $58.4K
|
2.34K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-174- 15.05% |
$28.1K - $30.2K
|
982
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-170- 50.0% |
$27.4K - $29.5K
|
170
$31.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.72KNew |
$439K - $472K
|
2.72K
$507K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.79K+ 42.99% |
$611K - $657K
|
12.6K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16.1K - $17.3K
|
100
$18.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.27% |
$161 - $173
|
80
$14.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
529New |
$85.3K - $91.7K
|
529
$98.5K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-150- 10.68% |
$24.2K - $26K
|
1.26K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-55- 1.82% |
$8.87K - $9.53K
|
2.97K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
82+ 1.48% |
$13.2K - $14.2K
|
5.64K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-76- 3.79% |
$12.3K - $13.2K
|
1.93K
$360K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.77% |
$161 - $173
|
131
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-190- 2.55% |
$30.6K - $32.9K
|
7.26K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 15.9% |
$8.38K - $9.01K
|
275
$51.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.8% |
$7.58K - $8.15K
|
1.63K
$304K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-308- 15.42% |
$49.7K - $53.4K
|
1.69K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
64New |
$10.3K - $11.1K
|
64
$11.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
335+ 26.63% |
$54K - $58.1K
|
1.59K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.35KNew |
$218K - $234K
|
1.35K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.71KNew |
$276K - $297K
|
1.71K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-100- 26.32% |
$16.1K - $17.3K
|
280
$52.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-258- 51.29% |
$41.6K - $44.7K
|
245
$45.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.84% |
$2.74K - $2.95K
|
941
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
194+ 33.28% |
$31.3K - $33.6K
|
777
$145K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$4.51K - $4.85K
|
28
$5.22K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-2.56K- 35.64% |
$413K - $444K
|
4.63K
$862K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
1.94KNew |
$313K - $336K
|
1.94K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
161New |
$26K - $27.9K
|
161
$30K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
43New |
$6.93K - $7.45K
|
43
$8.01K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 36.89% |
$353K - $394K
|
3.76K
$701K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
70+ 5.37% |
$11.2K - $12.5K
|
1.37K
$256K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 4.9% |
$803 - $896
|
107
$19.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.87KNew |
$943K - $1.05M
|
5.87K
$1.09M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 9.9% |
$1.61K - $1.79K
|
111
$20.7K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.24KNew |
$680K - $759K
|
4.24K
$789K
|
|