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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 53.78% |
$314K - $345K
|
2.08K
$361K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 70.26% |
$38.9K - $42.8K
|
127
$22.1K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33KNew |
$173K - $190K
|
1.33K
$231K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$518 - $570
|
4
$695
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$2.07K - $2.28K
|
16
$2.78K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69+ 2.13% |
$8.94K - $9.84K
|
3.31K
$575K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-222- 47.13% |
$28.8K - $31.7K
|
249
$43.3K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.94% |
$259 - $285
|
210
$36.5K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$389K - $428K
|
3K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 33.33% |
$130 - $143
|
4
$695
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.81K- 74.84% |
$882K - $970K
|
2.29K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.63KNew |
$211K - $232K
|
1.63K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.73KNew |
$484K - $532K
|
3.73K
$649K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
646+ 42.44% |
$83.7K - $92.1K
|
2.17K
$377K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.5KNew |
$194K - $214K
|
1.5K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7New |
$907 - $998
|
7
$1.22K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13New |
$1.68K - $1.85K
|
13
$2.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.3% |
$907 - $998
|
2.35K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-297- 7.92% |
$38.5K - $42.3K
|
3.45K
$600K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42KNew |
$184K - $203K
|
1.42K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.34% |
$130 - $143
|
289
$50.2K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 40.32% |
$142K - $156K
|
3.81K
$662K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
392+ 7.31% |
$50.8K - $55.9K
|
5.76K
$1M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9- 0.52% |
$1.17K - $1.28K
|
1.72K
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$2.07M - $2.28M
|
16K
$2.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-743- 59.77% |
$96.3K - $106K
|
500
$86.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22New |
$2.85K - $3.14K
|
22
$3.82K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.19% |
$648 - $713
|
2.69K
$467K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 26.67% |
$13K - $14.3K
|
275
$47.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
186New |
$24.1K - $26.5K
|
186
$32.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 62.5% |
$6.48K - $7.13K
|
30
$5.21K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-56- 10.07% |
$7.26K - $7.98K
|
500
$86.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 34.16% |
$17.7K - $19.5K
|
264
$45.9K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-92- 16.67% |
$11.9K - $13.1K
|
460
$79.9K
|
|
| Q4 2023 | |||||||
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.2KNew |
$1.49M - $1.74M
|
12.2K
$2.13M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 53.85% |
$2.55K - $2.99K
|
18
$3.13K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
84+ 2.46% |
$10.2K - $11.9K
|
3.5K
$608K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
135+ 5.15% |
$16.4K - $19.2K
|
2.76K
$479K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.29KNew |
$400K - $468K
|
3.29K
$572K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.82K+ 186.38% |
$586K - $685K
|
7.4K
$1.29M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.47K+ 36.49% |
$300K - $351K
|
9.23K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
245New |
$29.8K - $34.8K
|
245
$42.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-453- 8.64% |
$55.1K - $64.4K
|
4.79K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 81.75% |
$13.6K - $15.9K
|
25
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.99KNew |
$363K - $425K
|
2.99K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
193New |
$23.5K - $27.5K
|
193
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.99KNew |
$242K - $283K
|
1.99K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
563New |
$68.5K - $80.1K
|
563
$97.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
299New |
$36.4K - $42.5K
|
299
$52K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$6.08K - $7.11K
|
50
$8.69K
|
|