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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-57- 6.26% |
$7.38K - $8.13K
|
853
$126K
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
554+ 4.18% |
$71.8K - $79K
|
13.8K
$2.04M
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-297- 7.92% |
$38.5K - $42.3K
|
3.45K
$509K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 1.95% |
$32.6K - $35.9K
|
13.2K
$1.94M
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-255- 3.89% |
$33K - $36.4K
|
6.3K
$929K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-776- 44.67% |
$101K - $111K
|
961
$142K
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42KNew |
$184K - $203K
|
1.42K
$209K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.94KNew |
$251K - $276K
|
1.94K
$285K
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
642+ 15.95% |
$83.2K - $91.5K
|
4.67K
$688K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-177- 3.37% |
$22.9K - $25.2K
|
5.08K
$748K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.04K+ 164.75% |
$524K - $576K
|
6.5K
$958K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86K+ 3.22% |
$629K - $692K
|
156K
$23M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-134- 6.71% |
$17.4K - $19.1K
|
1.86K
$275K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-804- 18.24% |
$104K - $115K
|
3.61K
$531K
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-680- 10.48% |
$88.1K - $97K
|
5.81K
$856K
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.83KNew |
$884K - $973K
|
6.83K
$1.01M
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.45% |
$130 - $143
|
224
$33K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.22K+ 56.84% |
$417K - $459K
|
8.89K
$1.31M
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.89KNew |
$374K - $411K
|
2.89K
$425K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.6K- 4.7% |
$208K - $229K
|
32.5K
$4.8M
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.66KNew |
$992K - $1.09M
|
7.66K
$1.13M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-769- 15.48% |
$99.6K - $110K
|
4.2K
$619K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-402- 2.87% |
$52.1K - $57.3K
|
13.6K
$2.01M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 2.05% |
$4.02K - $4.42K
|
1.48K
$218K
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-334- 3.88% |
$43.3K - $47.6K
|
8.27K
$1.22M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-609- 21.92% |
$78.9K - $86.8K
|
2.17K
$320K
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3+ 0.16% |
$389 - $428
|
1.88K
$278K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.34% |
$130 - $143
|
289
$42.6K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
356+ 3236.36% |
$46.1K - $50.8K
|
367
$54.1K
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 40.82% |
$2.59M - $2.85M
|
69K
$10.2M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$259 - $285
|
2.02K
$298K
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
157+ 2.24% |
$20.3K - $22.4K
|
7.16K
$1.05M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.51K- 4.2% |
$325K - $357K
|
57.2K
$8.43M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.83K+ 11.7% |
$885K - $974K
|
65.2K
$9.61M
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.61KNew |
$727K - $800K
|
5.61K
$827K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-574- 27.41% |
$74.4K - $81.8K
|
1.52K
$224K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 40.32% |
$142K - $156K
|
3.81K
$562K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87K+ 39.51% |
$242K - $266K
|
6.59K
$971K
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
392+ 7.31% |
$50.8K - $55.9K
|
5.76K
$849K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9- 0.52% |
$1.17K - $1.28K
|
1.72K
$254K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$2.07M - $2.28M
|
16K
$2.36M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.18% |
$389 - $428
|
1.65K
$243K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.66K+ 68.87% |
$214K - $236K
|
4.06K
$598K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-743- 59.77% |
$96.3K - $106K
|
500
$73.7K
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.42% |
$1.3K - $1.43K
|
2.41K
$355K
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$185K - $204K
|
1.43K
$211K
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
655+ 11.06% |
$84.9K - $93.4K
|
6.58K
$969K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
5.65K+ 282350.0% |
$732K - $805K
|
5.65K
$833K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
459+ 20.68% |
$59.5K - $65.4K
|
2.68K
$395K
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-162- 0.94% |
$21K - $23.1K
|
17.1K
$2.52M
|