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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-11.6K- 40.36% |
$1.86M - $2.08M
|
17.1K
$2.92M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 12.97% |
$76.2K - $85.1K
|
4.14K
$705K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$963 - $1.07K
|
2.23K
$380K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.3KNew |
$1.01M - $1.13M
|
6.3K
$1.07M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
580+ 3.74% |
$93.1K - $104K
|
16.1K
$2.74M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 43.09% |
$304K - $339K
|
2.5K
$426K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-797- 12.45% |
$128K - $143K
|
5.61K
$955K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
419+ 29.86% |
$67.3K - $75K
|
1.82K
$310K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
836+ 6.63% |
$134K - $150K
|
13.4K
$2.29M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
170New |
$27.3K - $30.4K
|
170
$29K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 1.52% |
$5.14K - $5.73K
|
2.14K
$364K
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.91K- 61.83% |
$627K - $700K
|
2.41K
$411K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-24- 0.69% |
$3.85K - $4.3K
|
3.43K
$584K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.39KNew |
$224K - $250K
|
1.39K
$237K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.1KNew |
$2.59M - $2.89M
|
16.1K
$2.75M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
145+ 0.71% |
$23.3K - $26K
|
20.5K
$3.5M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 4.02% |
$28.9K - $32.2K
|
4.66K
$794K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$163K - $181K
|
1.01K
$173K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
26.6K+ 88.75% |
$4.27M - $4.77M
|
56.6K
$9.65M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
447New |
$71.8K - $80.1K
|
447
$76.2K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-80- 0.25% |
$12.8K - $14.3K
|
32.4K
$5.53M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 25.95% |
$179K - $199K
|
5.4K
$920K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 53.11% |
$2.12M - $2.37M
|
38.2K
$6.5M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.12K+ 11.5% |
$500K - $558K
|
30.2K
$5.15M
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
565+ 15.01% |
$90.7K - $101K
|
4.33K
$738K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
771+ 26.76% |
$124K - $138K
|
3.65K
$622K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.76% |
$482 - $537
|
399
$68K
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11+ 0.85% |
$1.77K - $1.97K
|
1.31K
$224K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-983- 13.86% |
$158K - $176K
|
6.11K
$1.04M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.71K- 12.38% |
$435K - $486K
|
19.2K
$3.27M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
274+ 3.63% |
$44K - $49.1K
|
7.83K
$1.33M
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.55K+ 10.69% |
$249K - $277K
|
16K
$2.73M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
122KNew |
$19.6M - $21.9M
|
122K
$20.9M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-20- 1.29% |
$3.21K - $3.58K
|
1.53K
$261K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.06% |
$482 - $537
|
5.45K
$929K
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.28K- 19.69% |
$205K - $229K
|
5.22K
$889K
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
27+ 0.9% |
$4.33K - $4.84K
|
3.02K
$515K
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-102- 2.37% |
$16.4K - $18.3K
|
4.19K
$715K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.25K- 15.3% |
$361K - $403K
|
12.5K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-352- 4.03% |
$56.5K - $63K
|
8.37K
$1.43M
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
23+ 0.58% |
$3.69K - $4.12K
|
3.97K
$677K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18+ 1.12% |
$2.89K - $3.22K
|
1.62K
$276K
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
164+ 13.08% |
$26.3K - $29.4K
|
1.42K
$242K
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
15+ 5.73% |
$2.41K - $2.69K
|
277
$47.2K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-449- 27.98% |
$72.1K - $80.4K
|
1.16K
$197K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
131+ 9.27% |
$21K - $23.5K
|
1.54K
$263K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.74K - $7.52K
|
42
$7.16K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
268+ 1.96% |
$43K - $48K
|
13.9K
$2.37M
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-39- 0.44% |
$6.26K - $6.99K
|
8.92K
$1.52M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-82- 7.86% |
$13.2K - $14.7K
|
961
$164K
|