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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 6.93% |
$2.28M - $2.45M
|
218K
$40.1M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
836+ 2.95% |
$135K - $145K
|
29.2K
$5.37M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.09KNew |
$821K - $883K
|
5.09K
$936K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.5K+ 231.83% |
$565K - $607K
|
5.01K
$921K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.56% |
$1.45K - $1.56K
|
1.63K
$299K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$216K - $233K
|
1.34K
$247K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.97K+ 12.25% |
$963K - $1.04M
|
54.7K
$10.1M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
29+ 1.13% |
$4.68K - $5.03K
|
2.59K
$476K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-150- 6.2% |
$24.2K - $26K
|
2.27K
$417K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$322 - $347
|
295
$54.2K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.92% |
$6.93K - $7.45K
|
4.61K
$848K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$484 - $520
|
341
$62.7K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.6K+ 266.43% |
$2.19M - $2.36M
|
18.7K
$3.43M
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 2.59% |
$7.58K - $8.15K
|
1.77K
$325K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
685+ 41.29% |
$110K - $119K
|
2.34K
$431K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.38% |
$806 - $867
|
1.32K
$242K
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-10- 0.66% |
$1.61K - $1.73K
|
1.5K
$276K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
178+ 3.59% |
$28.7K - $30.9K
|
5.13K
$943K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.84% |
$3.39K - $3.64K
|
1.12K
$206K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
256+ 4.37% |
$41.3K - $44.4K
|
6.11K
$1.12M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
143New |
$23.1K - $24.8K
|
143
$26.3K
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-186- 0.55% |
$30K - $32.2K
|
33.5K
$6.16M
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.92KNew |
$310K - $333K
|
1.92K
$353K
|
|
May 02, 2025
Q1 2025
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.64K+ 3.56% |
$265K - $284K
|
47.8K
$8.78M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4KNew |
$225K - $242K
|
1.4K
$257K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-158- 2.04% |
$25.5K - $27.4K
|
7.61K
$1.4M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.81K+ 291.16% |
$292K - $314K
|
2.43K
$447K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 3.07% |
$806 - $867
|
158
$29K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-325- 14.62% |
$52.4K - $56.3K
|
1.9K
$349K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.52% |
$1.77K - $1.91K
|
2.13K
$392K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.5K+ 35.6% |
$725K - $779K
|
17.1K
$3.15M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 5.74% |
$12.9K - $13.9K
|
1.31K
$241K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-184- 3.39% |
$29.7K - $31.9K
|
5.24K
$963K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-114- 0.4% |
$18.4K - $19.8K
|
28.5K
$5.24M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 3.54% |
$218K - $234K
|
39.5K
$7.26M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.9K- 62.46% |
$3.04M - $3.27M
|
11.3K
$2.08M
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
128+ 2.37% |
$20.6K - $22.2K
|
5.53K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.7K+ 357.65% |
$757K - $814K
|
6.01K
$1.1M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-292- 11.68% |
$47.1K - $50.6K
|
2.21K
$406K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3K- 17.94% |
$483K - $519K
|
13.7K
$2.52M
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-163- 86.7% |
$26.3K - $28.3K
|
25
$4.59K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-935- 1.62% |
$151K - $162K
|
56.9K
$10.5M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-538- 13.43% |
$86.7K - $93.3K
|
3.47K
$637K
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-552- 18.31% |
$89K - $95.7K
|
2.46K
$452K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-79- 2.0% |
$12.7K - $13.7K
|
3.88K
$712K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-766- 9.43% |
$124K - $133K
|
7.36K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4K+ 10.06% |
$226K - $243K
|
15.3K
$2.82M
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.18KNew |
$190K - $204K
|
1.18K
$217K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 9.97% |
$24.8K - $26.7K
|
1.39K
$255K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.48K+ 71.08% |
$239K - $257K
|
3.57K
$655K
|