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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-761- 16.84% |
$112K - $133K
|
3.76K
$630K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.26KNew |
$185K - $221K
|
1.26K
$212K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-278- 7.19% |
$40.8K - $48.5K
|
3.59K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7+ 0.15% |
$1.03K - $1.22K
|
4.59K
$770K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
91+ 4.42% |
$13.3K - $15.9K
|
2.15K
$360K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.14K+ 43.06% |
$166K - $198K
|
3.77K
$633K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-167- 1.83% |
$24.5K - $29.1K
|
8.96K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-343- 94.49% |
$50.3K - $59.9K
|
20
$3.36K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.85K- 0.78% |
$418K - $497K
|
364K
$61.1M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.03% |
$147 - $175
|
3.87K
$650K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.24KNew |
$182K - $216K
|
1.24K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.24KNew |
$182K - $216K
|
1.24K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-165- 7.66% |
$24.2K - $28.8K
|
1.99K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.93K+ 3.49% |
$283K - $336K
|
57.1K
$9.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.2KNew |
$176K - $209K
|
1.2K
$201K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.25KNew |
$183K - $218K
|
1.25K
$210K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
170+ 2.49% |
$24.9K - $29.7K
|
7.01K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
167New |
$24.5K - $29.1K
|
167
$28K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
278+ 213.85% |
$40.8K - $48.5K
|
408
$68.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
549+ 2.71% |
$80.5K - $95.8K
|
20.8K
$3.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 74.77% |
$23.9K - $28.5K
|
55
$9.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$147 - $175
|
1.53K
$256K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$440 - $524
|
4.79K
$804K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.3K+ 14.08% |
$484K - $577K
|
26.8K
$4.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1- 0.07% |
$147 - $175
|
1.47K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
328+ 8.07% |
$48.1K - $57.2K
|
4.39K
$737K
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
6+ 0.25% |
$880 - $1.05K
|
2.4K
$402K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$342K - $407K
|
2.33K
$391K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
47+ 0.76% |
$6.89K - $8.2K
|
6.23K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 4.71% |
$209K - $249K
|
28.8K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
140+ 0.74% |
$20.5K - $24.4K
|
19.1K
$3.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
533+ 245.62% |
$78.2K - $93K
|
750
$126K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
876+ 9.74% |
$128K - $153K
|
9.87K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
101+ 2.76% |
$14.8K - $17.6K
|
3.76K
$631K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-440- 14.39% |
$64.5K - $76.8K
|
2.62K
$439K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-592- 5.23% |
$86.8K - $103K
|
10.7K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-251- 13.55% |
$36.8K - $43.8K
|
1.6K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.99K- 8.15% |
$585K - $697K
|
45K
$7.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.02K- 11.24% |
$149K - $178K
|
8.05K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-471- 6.94% |
$69.1K - $82.2K
|
6.32K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 9.95% |
$169K - $201K
|
12.7K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
269+ 9.35% |
$39.4K - $47K
|
3.15K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
835+ 3.21% |
$122K - $146K
|
26.9K
$4.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.15KNew |
$461K - $549K
|
3.15K
$528K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
698+ 5.39% |
$102K - $122K
|
13.7K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
5+ 0.1% |
$733 - $873
|
4.78K
$802K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-170- 4.5% |
$24.9K - $29.7K
|
3.61K
$605K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.3K- 71.29% |
$3.85M - $4.59M
|
10.6K
$1.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-268- 3.5% |
$39.3K - $46.8K
|
7.39K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-131- 8.28% |
$19.2K - $22.9K
|
1.45K
$244K
|