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 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.3K- 63.54% |
$1.56M - $1.82M
|
7.05K
$1.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$7.12K - $8.32K
|
21
$3.91K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108New |
$13.7K - $16K
|
108
$20.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
20New |
$2.54K - $2.97K
|
20
$3.73K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-109- 5.33% |
$13.9K - $16.2K
|
1.94K
$360K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.3KNew |
$1.44M - $1.68M
|
11.3K
$2.11M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$4.07K - $4.75K
|
32
$5.96K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.25KNew |
$667K - $779K
|
5.25K
$977K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.7KNew |
$1.61M - $1.88M
|
12.7K
$2.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
535+ 78.56% |
$68.1K - $79.5K
|
1.22K
$227K
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$4.2K - $4.56K
|
30
$5.59K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164New |
$23K - $24.9K
|
164
$30.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-882- 36.58% |
$124K - $134K
|
1.53K
$285K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
75New |
$10.5K - $11.4K
|
75
$14K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.58KNew |
$641K - $696K
|
4.58K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-251- 12.55% |
$35.2K - $38.2K
|
1.75K
$326K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-69- 1.19% |
$9.66K - $10.5K
|
5.72K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3KNew |
$420K - $456K
|
3K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$1.36M - $1.48M
|
9.72K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-343- 3.06% |
$48K - $52.2K
|
10.9K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.05KNew |
$707K - $768K
|
5.05K
$941K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
695New |
$97.3K - $106K
|
695
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.34% |
$140 - $152
|
296
$55.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
612+ 16.17% |
$85.7K - $93.1K
|
4.4K
$819K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 2.35% |
$7K - $7.6K
|
2.08K
$387K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
609+ 1.65% |
$85.3K - $92.6K
|
37.6K
$7.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
24New |
$3.36K - $3.65K
|
24
$4.47K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$7K - $7.6K
|
50
$9.31K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-63- 13.52% |
$8.82K - $9.58K
|
403
$75.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-695- 8.89% |
$97.3K - $106K
|
7.13K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.02KNew |
$423K - $459K
|
3.02K
$562K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
210+ 8.56% |
$29.4K - $31.9K
|
2.66K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3New |
$420 - $456
|
3
$559
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
70+ 1.99% |
$9.8K - $10.6K
|
3.58K
$667K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
80New |
$11.2K - $12.2K
|
80
$14.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 6.53% |
$19.7K - $21.4K
|
2.02K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 1.02% |
$2.8K - $3.04K
|
1.95K
$363K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$331K - $359K
|
2.36K
$440K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-953- 33.21% |
$133K - $145K
|
1.92K
$357K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-363- 18.46% |
$50.8K - $55.2K
|
1.6K
$299K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.67% |
$56K - $60.8K
|
59.7K
$11.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
372New |
$52K - $58.4K
|
372
$69.3K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 10.42% |
$69.9K - $78.5K
|
5.3K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 46.28% |
$15.7K - $17.6K
|
130
$24.2K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.55KNew |
$357K - $400K
|
2.55K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$202K - $227K
|
1.45K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
433New |
$60.6K - $68K
|
433
$80.7K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.93K+ 20.82% |
$830K - $931K
|
34.4K
$6.42M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 46.46% |
$1.5M - $1.68M
|
12.4K
$2.3M
|
|