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 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.2K+ 143.69% |
$7.92M - $8.72M
|
104K
$15.3M
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
51.8K+ 94.16% |
$6.72M - $7.39M
|
107K
$15.8M
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 53.78% |
$314K - $345K
|
2.08K
$307K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
184+ 0.53% |
$23.8K - $26.2K
|
35K
$5.16M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-120- 3.75% |
$15.5K - $17.1K
|
3.08K
$454K
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
108+ 29.43% |
$14K - $15.4K
|
475
$70K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.56% |
$1.55K - $1.71K
|
2.14K
$315K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 70.26% |
$38.9K - $42.8K
|
127
$18.7K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
536+ 10.12% |
$69.4K - $76.4K
|
5.83K
$860K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.03K- 27.12% |
$652K - $717K
|
13.5K
$1.99M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.81K+ 15.86% |
$1.14M - $1.26M
|
64.4K
$9.49M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
928+ 6628.57% |
$120K - $132K
|
942
$139K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-73- 1.59% |
$9.46K - $10.4K
|
4.52K
$666K
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-945- 9.2% |
$122K - $135K
|
9.33K
$1.37M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.6K+ 5.39% |
$466K - $513K
|
70.3K
$10.4M
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
144+ 0.78% |
$18.7K - $20.5K
|
18.7K
$2.76M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-47.6K- 14.94% |
$6.16M - $6.78M
|
271K
$39.9M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33KNew |
$173K - $190K
|
1.33K
$196K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-7.67K- 54.94% |
$994K - $1.09M
|
6.29K
$927K
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-816- 6.43% |
$106K - $116K
|
11.9K
$1.75M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.5K- 2.91% |
$2.14M - $2.36M
|
551K
$81.2M
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 80.95% |
$161K - $178K
|
2.78K
$410K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
463+ 24.1% |
$60K - $66K
|
2.38K
$351K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 2.41% |
$11.1K - $12.3K
|
3.65K
$538K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 31.34% |
$285K - $313K
|
4.81K
$709K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.98K- 18.54% |
$1.29M - $1.42M
|
43.9K
$6.47M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-707- 11.84% |
$91.6K - $101K
|
5.26K
$776K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.5% |
$1.44M - $1.59M
|
160K
$23.5M
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
801+ 0.93% |
$104K - $114K
|
86.5K
$12.8M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.15K- 5.23% |
$408K - $449K
|
57K
$8.41M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
809New |
$105K - $115K
|
809
$119K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
433+ 3.51% |
$56.1K - $61.7K
|
12.8K
$1.88M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.02K+ 1871.3% |
$262K - $288K
|
2.13K
$314K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.45KNew |
$706K - $777K
|
5.45K
$803K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.78K+ 421.65% |
$1.27M - $1.39M
|
12.1K
$1.78M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
97+ 8.82% |
$12.6K - $13.8K
|
1.2K
$176K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.13K+ 16.22% |
$146K - $161K
|
8.1K
$1.19M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-269- 0.22% |
$34.9K - $38.4K
|
120K
$17.7M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 14.95% |
$2.07K - $2.28K
|
123
$18.1K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-763- 20.27% |
$98.9K - $109K
|
3K
$442K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-945- 14.2% |
$122K - $135K
|
5.71K
$842K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
30+ 7.14% |
$3.89K - $4.28K
|
450
$66.3K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.26K+ 129.03% |
$293K - $322K
|
4.01K
$591K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.71K+ 58.13% |
$999K - $1.1M
|
21K
$3.09M
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.69% |
$518 - $570
|
584
$86.1K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.45KNew |
$187K - $206K
|
1.45K
$213K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.01K- 9.96% |
$130K - $144K
|
9.1K
$1.34M
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.83KNew |
$884K - $973K
|
6.83K
$1.01M
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$518 - $570
|
4
$590
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-243- 8.59% |
$31.5K - $34.6K
|
2.59K
$381K
|