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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 4.76% |
$283 - $334
|
40
$7.01K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.28KClosed |
$181K - $213K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
213New |
$30.1K - $35.6K
|
213
$37.3K
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-181- 11.84% |
$25.6K - $30.2K
|
1.35K
$236K
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-16KClosed |
$2.26M - $2.67M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-24.4KClosed |
$3.45M - $4.07M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
100New |
$14.1K - $16.7K
|
100
$17.5K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
211+ 11.29% |
$29.8K - $35.2K
|
2.08K
$365K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.71% |
$990 - $1.17K
|
998
$175K
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-16.9KClosed |
$2.4M - $2.83M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12+ 0.48% |
$1.7K - $2K
|
2.53K
$443K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.72% |
$141 - $167
|
140
$24.5K
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-4.4KClosed |
$622K - $735K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10Closed |
$1.41K - $1.67K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-22Closed |
$3.11K - $3.67K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6+ 0.74% |
$849 - $1K
|
818
$143K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-364- 80.53% |
$51.5K - $60.8K
|
88
$15.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
640New |
$90.5K - $107K
|
640
$112K
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-181Closed |
$25.6K - $30.2K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
181+ 12.22% |
$25.6K - $30.2K
|
1.66K
$291K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.73KClosed |
$244K - $288K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-117- 3.29% |
$16.5K - $19.5K
|
3.44K
$602K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
837+ 54.0% |
$118K - $140K
|
2.39K
$418K
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-96Closed |
$13.6K - $16K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.57KClosed |
$222K - $262K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
50+ 19.69% |
$7.07K - $8.35K
|
304
$53.3K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-800- 8.78% |
$113K - $134K
|
8.31K
$1.46M
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
37New |
$5.23K - $6.18K
|
37
$6.48K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-852Closed |
$121K - $142K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
65New |
$9.19K - $10.9K
|
65
$11.4K
|
|
Q1 2022 | |||||||
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
153New |
$21.7K - $24.8K
|
153
$26.8K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.61% |
$3.4K - $3.89K
|
3.9K
$684K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-65Closed |
$9.21K - $10.5K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20Closed |
$2.83K - $3.24K
|
0
$0
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
101New |
$14.3K - $16.4K
|
101
$17.7K
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
7.5KNew |
$1.06M - $1.22M
|
7.5K
$1.31M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-248Closed |
$35.1K - $40.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$708 - $810
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-870Closed |
$123K - $141K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.14KClosed |
$728K - $833K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-24- 0.61% |
$3.4K - $3.89K
|
3.9K
$684K
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.71KNew |
$243K - $278K
|
1.71K
$300K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$4.96K - $5.67K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-137- 52.29% |
$19.4K - $22.2K
|
125
$21.9K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12Closed |
$1.7K - $1.94K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-2Closed |
$283 - $324
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-180- 11.98% |
$25.5K - $29.2K
|
1.32K
$232K
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-300- 14.56% |
$42.5K - $48.6K
|
1.76K
$308K
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 12.5% |
$10.6K - $12.2K
|
525
$92K
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-110Closed |
$15.6K - $17.8K
|
0
$0
|