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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.26KNew |
$172K - $199K
|
1.26K
$232K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
980New |
$133K - $155K
|
980
$180K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635New |
$86.4K - $100K
|
635
$117K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$34K - $39.5K
|
250
$45.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
241+ 12.79% |
$32.8K - $38.1K
|
2.13K
$390K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194New |
$26.4K - $30.6K
|
194
$35.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 38.46% |
$13.6K - $15.8K
|
360
$66.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$12.2K - $14.2K
|
90
$16.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$9.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.72% |
$6.8K - $7.9K
|
2.96K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$6.8K - $7.9K
|
6.54K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$2.72K - $3.16K
|
20
$3.68K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.9K+ 750.64% |
$9.32M - $10.3M
|
81.5K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59K+ 195.47% |
$7.64M - $8.41M
|
89.1K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$2.07M - $2.28M
|
16K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.73KNew |
$484K - $532K
|
3.73K
$686K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.63KNew |
$211K - $232K
|
1.63K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.5KNew |
$194K - $214K
|
1.5K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.48KNew |
$192K - $212K
|
1.48K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.41KNew |
$182K - $200K
|
1.41K
$258K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33KNew |
$173K - $190K
|
1.33K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 40.32% |
$142K - $156K
|
3.81K
$700K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
646+ 42.44% |
$83.7K - $92.1K
|
2.17K
$398K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
392+ 7.31% |
$50.8K - $55.9K
|
5.76K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
267New |
$34.6K - $38.1K
|
267
$49.1K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
258New |
$33.4K - $36.8K
|
258
$47.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187+ 135.51% |
$24.2K - $26.7K
|
325
$59.7K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
81New |
$10.5K - $11.5K
|
81
$14.9K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69+ 2.13% |
$8.94K - $9.84K
|
3.31K
$608K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$2.07K - $2.28K
|
16
$2.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13New |
$1.68K - $1.85K
|
13
$2.39K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7New |
$907 - $998
|
7
$1.29K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.19% |
$648 - $713
|
2.69K
$494K
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
38.4KNew |
$4.67M - $5.46M
|
38.4K
$7.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
29.2KNew |
$3.55M - $4.15M
|
29.2K
$5.37M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
12.2KNew |
$1.49M - $1.74M
|
12.2K
$2.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.57K+ 475.26% |
$1.16M - $1.36M
|
11.6K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.36K+ 363.61% |
$1.14M - $1.33M
|
11.9K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.16KNew |
$749K - $876K
|
6.16K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.65KNew |
$687K - $804K
|
5.65K
$1.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.82K+ 186.38% |
$586K - $685K
|
7.4K
$1.36M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.29KNew |
$400K - $468K
|
3.29K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.99KNew |
$363K - $425K
|
2.99K
$549K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$354K - $414K
|
2.91K
$535K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.72KNew |
$331K - $387K
|
2.72K
$499K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.14KNew |
$260K - $305K
|
2.14K
$393K
|
|