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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 92.41% |
$178K - $212K
|
100
$18.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15New |
$2.2K - $2.62K
|
15
$2.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 19.48% |
$8.8K - $10.5K
|
248
$46.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.6KNew |
$235K - $280K
|
1.6K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
380New |
$55.7K - $66.3K
|
380
$70.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
700New |
$103K - $122K
|
700
$130K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
249+ 5.24% |
$36.5K - $43.5K
|
5K
$931K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.19K- 70.58% |
$468K - $557K
|
1.33K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.03K- 9.2% |
$737K - $878K
|
49.7K
$9.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 24.12% |
$2.82M - $3.36M
|
99.1K
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$117K - $140K
|
800
$149K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 24.14% |
$58.5K - $69.6K
|
1.25K
$234K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 1.54% |
$147 - $175
|
66
$12.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 710.3% |
$172K - $205K
|
1.34K
$249K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 70.0% |
$5.13K - $6.11K
|
15
$2.79K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.71KNew |
$544K - $648K
|
3.71K
$691K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 99.0% |
$14.5K - $17.3K
|
1
$186
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$66.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
68.6KNew |
$9.33M - $10.8M
|
68.6K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$9.87K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.76KNew |
$376K - $436K
|
2.76K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.33K- 97.7% |
$1.27M - $1.47M
|
220
$41K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 35.54% |
$145K - $169K
|
1.94K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.72% |
$6.8K - $7.9K
|
2.96K
$552K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 38.46% |
$13.6K - $15.8K
|
360
$67.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$12.2K - $14.2K
|
90
$16.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$6.8K - $7.9K
|
6.54K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194New |
$26.4K - $30.6K
|
194
$36.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 34.21% |
$8.84K - $10.3K
|
125
$23.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-6- 7.06% |
$816 - $948
|
79
$14.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$34K - $39.5K
|
250
$46.6K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.51KNew |
$205K - $238K
|
1.51K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.48KNew |
$201K - $233K
|
1.48K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$231K - $268K
|
1.7K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-69- 3.88% |
$9.39K - $10.9K
|
1.71K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.86K+ 1.74% |
$254K - $294K
|
109K
$20.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 6.66% |
$13.6K - $15.8K
|
1.4K
$261K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-815- 54.52% |
$111K - $129K
|
680
$127K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.46KNew |
$198K - $230K
|
1.46K
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.26KNew |
$172K - $199K
|
1.26K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
241+ 12.79% |
$32.8K - $38.1K
|
2.13K
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$2.72K - $3.16K
|
20
$3.73K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-740- 98.67% |
$101K - $117K
|
10
$1.86K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-98- 1.74% |
$13.3K - $15.5K
|
5.55K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
980New |
$133K - $155K
|
980
$183K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.53M
|
|
| Q1 2024 | |||||||
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
258New |
$33.4K - $36.8K
|
258
$48.1K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 86.02% |
$51.8K - $57K
|
65
$12.1K
|
|