Latest Institutional Purchases of Vanguard Utilities ETF (VPU)
This list provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
43New |
$6.93K - $7.45K
|
43
$7.9K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
39New |
$6.29K - $6.76K
|
39
$7.17K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 1.71% |
$5.32K - $5.72K
|
1.97K
$361K
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
31+ 0.32% |
$5K - $5.37K
|
9.62K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
29+ 0.99% |
$4.68K - $5.03K
|
2.97K
$545K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
29+ 1.13% |
$4.68K - $5.03K
|
2.59K
$476K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$4.51K - $4.85K
|
28
$5.15K
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
23+ 0.41% |
$3.71K - $3.99K
|
5.63K
$1.03M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17+ 1.26% |
$2.74K - $2.95K
|
1.37K
$252K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
17+ 170.0% |
$2.74K - $2.95K
|
27
$4.96K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.84% |
$2.74K - $2.95K
|
941
$173K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.63% |
$2.58K - $2.77K
|
2.57K
$472K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.52% |
$1.77K - $1.91K
|
2.13K
$392K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.6% |
$1.61K - $1.73K
|
1.68K
$308K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 0.72% |
$1.61K - $1.73K
|
1.4K
$257K
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.56% |
$1.45K - $1.56K
|
1.63K
$299K
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.54% |
$1.29K - $1.39K
|
1.49K
$274K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.73% |
$1.13K - $1.21K
|
968
$178K
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.21% |
$806 - $867
|
2.42K
$444K
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.38% |
$806 - $867
|
1.32K
$242K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$484 - $520
|
379
$69.6K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$484 - $520
|
4.8K
$882K
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
3+ 75.0% |
$484 - $520
|
7
$1.29K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$484 - $520
|
341
$62.7K
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.15% |
$322 - $347
|
1.38K
$253K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$322 - $347
|
1.88K
$345K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$322 - $347
|
2
$368
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$322 - $347
|
259
$47.6K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.05% |
$322 - $347
|
3.77K
$693K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$322 - $347
|
295
$54.2K
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.33% |
$161 - $173
|
31
$5.7K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.71% |
$161 - $173
|
142
$26.1K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 5.0% |
$161 - $173
|
21
$3.86K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.74K
$319K
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$161 - $173
|
527
$96.8K
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.27% |
$161 - $173
|
80
$14.7K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.77% |
$161 - $173
|
131
$24.1K
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.03% |
$161 - $173
|
3.13K
$575K
|
|
Q4 2024 | |||||||
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
122KNew |
$19.6M - $21.9M
|
122K
$22.5M
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
89.4KNew |
$14.3M - $16M
|
89.4K
$16.4M
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.28KNew |
$1.01M - $1.12M
|
6.28K
$1.15M
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
5.87KNew |
$943K - $1.05M
|
5.87K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3KNew |
$690K - $770K
|
4.3K
$790K
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
4.24KNew |
$680K - $759K
|
4.24K
$779K
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.9KNew |
$625K - $698K
|
3.9K
$716K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.2KNew |
$514K - $574K
|
3.2K
$589K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.98KNew |
$479K - $534K
|
2.98K
$548K
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.65KNew |
$426K - $475K
|
2.65K
$487K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$421K - $469K
|
2.62K
$482K
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$395K - $441K
|
2.46K
$453K
|