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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$354K - $414K
|
2.91K
$506K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$122 - $142
|
1
$174
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
74+ 3.05% |
$9K - $10.5K
|
2.5K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.65KNew |
$687K - $804K
|
5.65K
$982K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.14KNew |
$260K - $305K
|
2.14K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-250- 10.14% |
$30.4K - $35.6K
|
2.22K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.37K- 6.51% |
$289K - $338K
|
34.1K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$749K - $876K
|
6.16K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10- 0.16% |
$1.22K - $1.42K
|
6.11K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 23.24% |
$57.7K - $67.4K
|
1.57K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
740New |
$90K - $105K
|
740
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
90New |
$10.9K - $12.8K
|
90
$15.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$54.7K - $64K
|
450
$78.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6KNew |
$1.41M - $1.64M
|
11.6K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.08K+ 196.19% |
$132K - $154K
|
1.63K
$284K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 6.65% |
$22.7K - $26.6K
|
2.62K
$456K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
90New |
$10.9K - $12.8K
|
90
$15.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.7K- 50.0% |
$207K - $242K
|
1.7K
$295K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
443+ 8860.0% |
$53.9K - $63K
|
448
$77.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.57K+ 475.26% |
$1.16M - $1.36M
|
11.6K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140+ 254.55% |
$17K - $19.9K
|
195
$33.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 8.55% |
$3.53K - $4.12K
|
310
$53.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-56- 1.84% |
$6.81K - $7.96K
|
2.99K
$520K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5.52K- 66.39% |
$671K - $785K
|
2.79K
$485K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-683- 24.07% |
$83.1K - $97.1K
|
2.15K
$374K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$12.2K - $14.2K
|
100
$17.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
29.2KNew |
$3.55M - $4.15M
|
29.2K
$5.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-127- 6.53% |
$15.4K - $18.1K
|
1.82K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-576- 10.56% |
$70.1K - $81.9K
|
4.88K
$848K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.73KNew |
$210K - $245K
|
1.73K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80New |
$9.73K - $11.4K
|
80
$13.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
35New |
$4.26K - $4.98K
|
35
$6.08K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 55.01% |
$535K - $625K
|
3.6K
$625K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$122 - $142
|
8
$1.39K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
38.4KNew |
$4.67M - $5.46M
|
38.4K
$6.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
23.2KNew |
$2.82M - $3.29M
|
23.2K
$4.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-473- 20.52% |
$57.5K - $67.3K
|
1.83K
$318K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.42KNew |
$294K - $344K
|
2.42K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.72KNew |
$331K - $387K
|
2.72K
$472K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93K- 53.99% |
$235K - $275K
|
1.65K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.36K+ 363.61% |
$1.14M - $1.33M
|
11.9K
$2.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-738- 93.89% |
$89.8K - $105K
|
48
$8.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$73K - $85.3K
|
700
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200+ 40.0% |
$24.3K - $28.4K
|
700
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 41.27% |
$6.33K - $7.4K
|
74
$12.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 3.45% |
$17.9K - $20.9K
|
4.11K
$714K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.4K- 63.26% |
$1.51M - $1.76M
|
7.19K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-147- 37.03% |
$17.9K - $20.9K
|
250
$43.4K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
47.1K+ 1932.49% |
$5.99M - $7M
|
49.6K
$8.61M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$10.2K - $11.9K
|
80
$13.9K
|
|