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 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22New |
$2.85K - $3.14K
|
22
$3.24K
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-352- 15.97% |
$45.6K - $50.2K
|
1.85K
$273K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-897- 13.71% |
$116K - $128K
|
5.64K
$832K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
218+ 1.13% |
$28.2K - $31.1K
|
19.6K
$2.89M
|
|
Apr 18, 2024
Q1 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.71K+ 32.19% |
$481K - $529K
|
15.2K
$2.25M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.19% |
$648 - $713
|
2.69K
$396K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 26.67% |
$13K - $14.3K
|
275
$40.5K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-168- 14.72% |
$21.8K - $24K
|
973
$143K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-24- 2.26% |
$3.11K - $3.42K
|
1.04K
$153K
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 7.32% |
$77.7K - $85.5K
|
7.6K
$1.12M
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
110+ 4.22% |
$14.3K - $15.7K
|
2.72K
$400K
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
120+ 0.92% |
$15.5K - $17.1K
|
13.1K
$1.93M
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
241+ 6.22% |
$31.2K - $34.4K
|
4.12K
$607K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.72K- 25.42% |
$741K - $816K
|
16.8K
$2.47M
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-146- 1.68% |
$18.9K - $20.8K
|
8.55K
$1.26M
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 11.63% |
$146K - $161K
|
10.9K
$1.6M
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
310+ 9.6% |
$40.2K - $44.2K
|
3.54K
$522K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
186New |
$24.1K - $26.5K
|
186
$27.4K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
529+ 31.21% |
$68.5K - $75.4K
|
2.22K
$328K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
386+ 7.67% |
$50K - $55K
|
5.42K
$799K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.17K+ 19.89% |
$541K - $595K
|
25.2K
$3.71M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.6K+ 218.72% |
$1.89M - $2.08M
|
21.3K
$3.14M
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
38+ 16.52% |
$4.92K - $5.42K
|
268
$39.5K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.18K- 24.16% |
$283K - $311K
|
6.86K
$1.01M
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-617- 4.11% |
$79.9K - $88K
|
14.4K
$2.12M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.31K- 3.12% |
$429K - $472K
|
103K
$15.2M
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-55- 0.87% |
$7.13K - $7.84K
|
6.26K
$922K
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.6KNew |
$3.71M - $4.08M
|
28.6K
$4.22M
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.03K+ 14.1% |
$133K - $146K
|
8.3K
$1.22M
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-183- 0.35% |
$23.7K - $26.1K
|
52.8K
$7.78M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.79K+ 17.49% |
$231K - $255K
|
12K
$1.77M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
461+ 38.23% |
$59.7K - $65.7K
|
1.67K
$246K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.2K+ 31.51% |
$1.71M - $1.89M
|
55.2K
$8.14M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87+ 2.3% |
$11.3K - $12.4K
|
3.87K
$570K
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-119- 1.43% |
$15.4K - $17K
|
8.19K
$1.21M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
291+ 11.73% |
$37.7K - $41.5K
|
2.77K
$409K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-290- 4.14% |
$37.6K - $41.3K
|
6.71K
$989K
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
76+ 1.99% |
$9.85K - $10.8K
|
3.89K
$574K
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-117- 3.25% |
$15.2K - $16.7K
|
3.49K
$514K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 77.61% |
$141K - $156K
|
315
$46.4K
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-251- 4.43% |
$32.5K - $35.8K
|
5.41K
$798K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.41K- 35.56% |
$182K - $201K
|
2.55K
$376K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 126.79% |
$256K - $282K
|
3.54K
$522K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-807- 4.89% |
$105K - $115K
|
15.7K
$2.32M
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 8.65% |
$1.31M - $1.44M
|
127K
$18.7M
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
288+ 17.04% |
$37.3K - $41.1K
|
1.98K
$292K
|
|
Apr 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.13M+ 2772.3% |
$146M - $161M
|
1.17M
$172M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.19K+ 186.32% |
$673K - $740K
|
7.98K
$1.18M
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
595+ 12.23% |
$77.1K - $84.8K
|
5.46K
$805K
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.28K+ 14.1% |
$166K - $183K
|
10.4K
$1.53M
|