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 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.71K- 28.07% |
$398K - $474K
|
6.95K
$1.21M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
49+ 0.86% |
$7.19K - $8.55K
|
5.72K
$994K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$199K - $237K
|
1.36K
$236K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-560- 25.87% |
$82.1K - $97.7K
|
1.61K
$279K
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
820+ 58.91% |
$120K - $143K
|
2.21K
$384K
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.32K+ 1.01% |
$194K - $231K
|
132K
$23M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$1.17K - $1.4K
|
8
$1.39K
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.15K+ 6.56% |
$168K - $200K
|
18.6K
$3.24M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
532+ 4.36% |
$78K - $92.9K
|
12.7K
$2.21M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$62.2K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.01K- 20.58% |
$148K - $176K
|
3.89K
$676K
|
|
Q2 2024 | |||||||
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 99.45% |
$494K - $574K
|
20
$3.48K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.22K+ 31.15% |
$166K - $193K
|
5.15K
$895K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.02K+ 19.54% |
$411K - $477K
|
18.5K
$3.21M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11.6KNew |
$1.57M - $1.82M
|
11.6K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 20.71% |
$3.95K - $4.58K
|
111
$19.3K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635New |
$86.4K - $100K
|
635
$110K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2KNew |
$1.53M - $1.78M
|
11.2K
$1.95M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$1.72M - $2M
|
12.6K
$2.2M
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
68.6KNew |
$9.33M - $10.8M
|
68.6K
$11.9M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.79KNew |
$651K - $756K
|
4.79K
$832K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 29.75% |
$138K - $160K
|
4.41K
$766K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6K+ 226.22% |
$1.85M - $2.15M
|
19.6K
$3.41M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
157+ 0.55% |
$21.4K - $24.8K
|
28.8K
$5M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$9.21K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.76KNew |
$376K - $436K
|
2.76K
$480K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.33K- 97.7% |
$1.27M - $1.47M
|
220
$38.2K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 35.54% |
$145K - $169K
|
1.94K
$336K
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-348- 2.93% |
$47.3K - $55K
|
11.5K
$2M
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.72% |
$6.8K - $7.9K
|
2.96K
$515K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 38.46% |
$13.6K - $15.8K
|
360
$62.6K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$12.2K - $14.2K
|
90
$15.6K
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$245K - $284K
|
1.8K
$313K
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$6.8K - $7.9K
|
6.54K
$1.14M
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194New |
$26.4K - $30.6K
|
194
$33.7K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 34.21% |
$8.84K - $10.3K
|
125
$21.7K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-6- 7.06% |
$816 - $948
|
79
$13.7K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 29.59% |
$10.7K - $12.5K
|
188
$32.7K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$34K - $39.5K
|
250
$43.4K
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $215K
|
1.36K
$236K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.14K+ 4222.22% |
$155K - $180K
|
1.17K
$203K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.51KNew |
$205K - $238K
|
1.51K
$262K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.48KNew |
$201K - $233K
|
1.48K
$256K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-473- 16.44% |
$64.3K - $74.7K
|
2.4K
$418K
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$231K - $268K
|
1.7K
$295K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-69- 3.88% |
$9.39K - $10.9K
|
1.71K
$297K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 52.63% |
$19K - $22.1K
|
126
$21.9K
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.86K+ 1.74% |
$254K - $294K
|
109K
$18.9M
|