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 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$340K - $389K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.1KClosed |
$1.15M - $1.31M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
573+ 2292.0% |
$81.2K - $92.8K
|
598
$111K
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-34Closed |
$4.82K - $5.51K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-868Closed |
$123K - $141K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8Closed |
$1.13K - $1.3K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 40.0% |
$283 - $324
|
3
$559
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-22Closed |
$3.12K - $3.56K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$14.2K - $16.2K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.3KClosed |
$320K - $360K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-27.6KClosed |
$3.84M - $4.32M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-180Closed |
$25.1K - $28.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-209Closed |
$29.1K - $32.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-472Closed |
$65.7K - $73.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-57Closed |
$7.93K - $8.91K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-226Closed |
$31.5K - $35.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
40New |
$5.57K - $6.26K
|
40
$7.45K
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 2.0% |
$13.9K - $15.6K
|
5.11K
$951K
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
61+ 2.5% |
$8.49K - $9.54K
|
2.5K
$465K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-206Closed |
$28.7K - $32.2K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.42KClosed |
$337K - $379K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.73KClosed |
$797K - $895K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.1KClosed |
$432K - $485K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-394Closed |
$54.8K - $61.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.37KNew |
$190K - $213K
|
1.37K
$254K
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.88KClosed |
$262K - $294K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6New |
$835 - $938
|
6
$1.12K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-125- 39.68% |
$17.4K - $19.6K
|
190
$35.4K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.58KClosed |
$220K - $247K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-125Closed |
$17.4K - $19.6K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-200Closed |
$27.8K - $30.5K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$152K - $167K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
75New |
$10.4K - $11.4K
|
75
$14K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-146Closed |
$20.3K - $22.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69KClosed |
$235K - $258K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-699Closed |
$97.3K - $107K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.88KClosed |
$401K - $440K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-396Closed |
$55.1K - $60.4K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.44KClosed |
$618K - $677K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-105Closed |
$14.6K - $16K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 10.0% |
$6.96K - $7.63K
|
450
$83.8K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-412Closed |
$57.3K - $62.9K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.67KClosed |
$233K - $255K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-332Closed |
$46.2K - $50.7K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-370- 20.04% |
$51.5K - $56.5K
|
1.48K
$275K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-101Closed |
$14.1K - $15.4K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-631Closed |
$87.6K - $93.4K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.3KClosed |
$597K - $637K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.67K - $1.78K
|
12
$2.24K
|