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 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-17- 4.17% |
$2.44K - $2.69K
|
391
$58K
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.33% |
$7.18K - $7.91K
|
740
$110K
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$287K - $316K
|
2K
$297K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
195New |
$28K - $30.8K
|
195
$28.9K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-6.57K- 49.92% |
N/A
|
6.59K
$978K
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
264+ 13.85% |
N/A
|
2.17K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.4KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.6K+ 100.0% |
N/A
|
3.21K
$476K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
179+ 2.33% |
N/A
|
7.86K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14.1KNew |
N/A
|
14.1K
$2.09M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 38.46% |
N/A
|
8
$1.19K
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$475K
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-17.4KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
N/A
|
1.9K
$282K
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-6.05K- 79.38% |
N/A
|
1.57K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$219K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
N/A
|
20
$2.97K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
N/A
|
106
$15.7K
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
N/A
|
50
$7.42K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39New |
N/A
|
39
$5.79K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
38.5K+ 82.8% |
N/A
|
85K
$12.6M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
116+ 644.44% |
N/A
|
134
$19.9K
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
15+ 0.69% |
N/A
|
2.18K
$324K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-220- 2.17% |
N/A
|
9.9K
$1.47M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
60New |
N/A
|
60
$8.9K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.33K+ 1.01% |
N/A
|
133K
$19.8M
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4KNew |
N/A
|
4K
$593K
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$3.25M
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.73KNew |
N/A
|
1.73K
$256K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.78KNew |
N/A
|
5.78K
$858K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
389+ 44.46% |
N/A
|
1.26K
$188K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-947- 18.9% |
N/A
|
4.06K
$603K
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
8.89KNew |
N/A
|
8.89K
$1.32M
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
50+ 3.12% |
N/A
|
1.65K
$245K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-79- 7.32% |
N/A
|
1K
$148K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$265K
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$178K
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-200- 10.74% |
N/A
|
1.66K
$247K
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
1.48KNew |
N/A
|
1.48K
$220K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
7.74KNew |
N/A
|
7.74K
$1.15M
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
195+ 2.06% |
N/A
|
9.68K
$1.44M
|
|
Q2 2022 | |||||||
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
62+ 8.09% |
N/A
|
828
$123K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-129Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-825- 33.23% |
N/A
|
1.66K
$246K
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-11.3K- 84.21% |
N/A
|
2.12K
$314K
|
|
Aug 15, 2022
Q2 2022
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-191Closed |
N/A
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
206New |
N/A
|
206
$30.6K
|