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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.7K+ 569.8% |
$238K - $267K
|
2K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$6.85K - $7.69K
|
49
$9.13K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 5.59% |
$14K - $15.7K
|
1.69K
$315K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$28K - $31.4K
|
200
$37.3K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-173- 98.86% |
$24.2K - $27.2K
|
2
$373
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
235New |
$32.9K - $36.9K
|
235
$43.8K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34New |
$4.76K - $5.34K
|
34
$6.33K
|
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
SELL
|
- |
-27- 0.23% |
$3.78K - $4.24K
|
12K
$2.23M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $157
|
1.43K
$267K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645New |
$90.2K - $101K
|
645
$120K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-412- 11.66% |
$57.6K - $64.7K
|
3.12K
$582K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
13+ 81.25% |
$1.82K - $2.04K
|
29
$5.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.59% |
$2.38K - $2.67K
|
2.9K
$540K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-77- 2.77% |
$10.8K - $12.1K
|
2.7K
$503K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.42K- 33.85% |
$198K - $222K
|
2.77K
$516K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
437+ 20.12% |
$61.1K - $68.6K
|
2.61K
$486K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
253+ 96.93% |
$35.4K - $39.7K
|
514
$95.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-245- 14.76% |
$34.3K - $38.5K
|
1.42K
$264K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.57KNew |
$219K - $246K
|
1.57K
$292K
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
30.3K+ 99.67% |
$4.24M - $4.76M
|
60.7K
$11.3M
|
|
| Q4 2022 | |||||||
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.09M - $2.47M
|
15.6K
$2.9M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-65.2KClosed |
$8.74M - $10.3M
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
330New |
$44.3K - $52.2K
|
330
$61.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
574New |
$77K - $90.8K
|
574
$107K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$46.7K - $55K
|
348
$64.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$13.4K - $15.8K
|
100
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-160- 40.0% |
$21.5K - $25.3K
|
240
$44.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.68KNew |
$225K - $265K
|
1.68K
$312K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
420New |
$56.4K - $66.4K
|
420
$78.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
40.5KNew |
$5.44M - $6.41M
|
40.5K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.4K+ 4.41% |
$1.67M - $1.96M
|
294K
$54.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
30+ 1.74% |
$4.03K - $4.74K
|
1.76K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.37KNew |
$989K - $1.17M
|
7.37K
$1.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.11K+ 121.71% |
$149K - $176K
|
2.02K
$377K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110New |
$14.8K - $17.4K
|
110
$20.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-288- 0.56% |
$38.6K - $45.6K
|
51K
$9.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$10.6K - $12.5K
|
79
$14.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 2.56% |
$134 - $158
|
40
$7.45K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 2.73% |
$1.21K - $1.42K
|
321
$59.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4New |
$537 - $633
|
4
$745
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.53K+ 16.77% |
$205K - $242K
|
10.6K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.2K- 51.64% |
$295K - $348K
|
2.06K
$384K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23+ 1.95% |
$3.09K - $3.64K
|
1.2K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
3+ 150.0% |
$403 - $474
|
5
$931
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
700New |
$93.9K - $111K
|
700
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
101New |
$13.6K - $16K
|
101
$18.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1K- 80.12% |
$148K - $174K
|
273
$50.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
76KNew |
$10.2M - $12M
|
76K
$14.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.05KNew |
$275K - $324K
|
2.05K
$382K
|
|