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, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-53Closed |
$7.35K - $7.85K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-56Closed |
$7.77K - $8.29K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.09KClosed |
$845K - $902K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
150+ 33.33% |
$20.8K - $22.2K
|
600
$112K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-294Closed |
$40.8K - $43.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-43Closed |
$5.97K - $6.37K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.27KClosed |
$1.15M - $1.22M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100Closed |
$13.9K - $14.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-204Closed |
$28.3K - $30.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-87Closed |
$12.1K - $12.9K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.38K- 94.28% |
$192K - $205K
|
84
$15.6K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
128New |
$17.8K - $19K
|
128
$23.8K
|
|
| Q1 2021 | |||||||
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
SELL
|
PUT |
-1.5KClosed |
$192K - $211K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-93Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-93Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.58KClosed |
$587K - $643K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.19KClosed |
$666K - $730K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75KClosed |
$224K - $246K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.44KNew |
$184K - $202K
|
1.44K
$268K
|
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.7KClosed |
$219K - $240K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-981Closed |
$126K - $138K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12Closed |
$1.54K - $1.69K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.91KClosed |
$245K - $268K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$64.1K - $70.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.79KClosed |
$1.13M - $1.24M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.15KClosed |
$403K - $442K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-571Closed |
$73.2K - $80.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$13K - $14.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-301Closed |
$39.2K - $43.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$435K - $486K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.42KClosed |
$185K - $206K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
375New |
$48.9K - $54.6K
|
375
$69.9K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11Closed |
$1.43K - $1.6K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$9.77K - $10.9K
|
75
$14K
|
|
|
Jan 29, 2021
Q4 2020
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-36.6KClosed |
$4.77M - $5.32M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-28KClosed |
$3.65M - $4.07M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.15KNew |
$410K - $458K
|
3.15K
$586K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-313Closed |
$38.8K - $42.1K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-391Closed |
$48.5K - $52.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.08KClosed |
$505K - $548K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.41KClosed |
$174K - $189K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-100Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-128Closed |
$15.9K - $17.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-89- 1.22% |
$10.1K - $12.3K
|
7.21K
$1.34M
|
|
|
Nov 13, 2020
Q2 2020
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.6KClosed |
$1.32M - $1.59M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$19.5K - $23.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-12.2KClosed |
$1.39M - $1.68M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.88KClosed |
$442K - $536K
|
0
$0
|
|