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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.88% |
$1.47K - $1.75K
|
1.15K
$202K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-483- 5.79% |
$70.8K - $84.3K
|
7.86K
$1.38M
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$3.96K - $4.71K
|
27
$4.75K
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.18KNew |
$173K - $206K
|
1.18K
$208K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 92.41% |
$178K - $212K
|
100
$17.6K
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
11.1K+ 30.44% |
$1.63M - $1.94M
|
47.7K
$8.4M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-487- 8.89% |
$71.4K - $85K
|
4.99K
$879K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15New |
$2.2K - $2.62K
|
15
$2.64K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 7.67% |
$941K - $1.12M
|
77.2K
$13.6M
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
439+ 3.13% |
$64.4K - $76.6K
|
14.5K
$2.55M
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.3KNew |
$191K - $227K
|
1.3K
$229K
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
27.9KNew |
$4.09M - $4.87M
|
27.9K
$4.91M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-832- 0.52% |
$122K - $145K
|
158K
$27.9M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 19.48% |
$8.8K - $10.5K
|
248
$43.7K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
163+ 6.3% |
$23.9K - $28.5K
|
2.75K
$484K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.69K+ 57.03% |
$394K - $469K
|
7.39K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.35KNew |
$198K - $236K
|
1.35K
$238K
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.69KNew |
$248K - $295K
|
1.69K
$298K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
91+ 0.92% |
$13.3K - $15.9K
|
10K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 0.57% |
$3.52K - $4.19K
|
4.2K
$739K
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-9- 0.42% |
$1.32K - $1.57K
|
2.12K
$373K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
273+ 13.99% |
$40K - $47.6K
|
2.22K
$392K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-22.1K- 91.39% |
$3.24M - $3.85M
|
2.08K
$366K
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 1.39% |
$4.11K - $4.89K
|
1.99K
$351K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.97K+ 409.89% |
$729K - $868K
|
6.19K
$1.09M
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-31- 6.83% |
$4.55K - $5.41K
|
423
$74.5K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.05K- 1.9% |
$155K - $184K
|
54.4K
$9.57M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.41KNew |
$207K - $247K
|
1.41K
$249K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.75K+ 14.33% |
$403K - $479K
|
21.9K
$3.85M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-66- 1.23% |
$9.68K - $11.5K
|
5.29K
$932K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.24% |
$1.47K - $1.75K
|
4.13K
$727K
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.6KNew |
$235K - $280K
|
1.6K
$282K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
380New |
$55.7K - $66.3K
|
380
$66.9K
|
|
Oct 25, 2024
Q3 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-120- 0.71% |
$17.6K - $20.9K
|
16.7K
$2.94M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
700New |
$103K - $122K
|
700
$123K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-375- 9.51% |
$55K - $65.5K
|
3.57K
$628K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-808- 15.66% |
$118K - $141K
|
4.35K
$766K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
158+ 0.84% |
$23.2K - $27.6K
|
18.9K
$3.32M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
34+ 2.24% |
$4.99K - $5.93K
|
1.55K
$273K
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
249+ 5.24% |
$36.5K - $43.5K
|
5K
$880K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-475- 11.48% |
$69.7K - $82.9K
|
3.66K
$645K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
123+ 15.36% |
$18K - $21.5K
|
924
$163K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$293 - $349
|
2.7K
$476K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-187- 4.55% |
$27.4K - $32.6K
|
3.93K
$691K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-103- 16.94% |
$15.1K - $18K
|
505
$88.9K
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.84K+ 36.46% |
$270K - $321K
|
6.89K
$1.21M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.3% |
$147 - $175
|
78
$13.7K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 33.0% |
$367K - $437K
|
5.08K
$894K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.22KNew |
$179K - $214K
|
1.22K
$215K
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-800- 4.17% |
$117K - $140K
|
18.4K
$3.23M
|