Latest Institutional Sells of Vanguard Utilities ETF (VPU)
This list provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.3% |
$907 - $998
|
2.35K
$408K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.94% |
$259 - $285
|
210
$36.4K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.34% |
$130 - $143
|
289
$50.1K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.4K- 63.26% |
$1.51M - $1.76M
|
7.19K
$1.25M
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5.52K- 66.39% |
$671K - $785K
|
2.79K
$484K
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 55.01% |
$535K - $625K
|
3.6K
$623K
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.62K- 62.34% |
$319K - $373K
|
1.59K
$275K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.37K- 6.51% |
$289K - $338K
|
34.1K
$5.91M
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.24K- 31.04% |
$273K - $319K
|
4.98K
$863K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93K- 53.99% |
$235K - $275K
|
1.65K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.7K- 50.0% |
$207K - $242K
|
1.7K
$295K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.3K- 20.2% |
$158K - $185K
|
5.14K
$891K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-738- 93.89% |
$89.8K - $105K
|
48
$8.32K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-683- 24.07% |
$83.1K - $97.1K
|
2.15K
$373K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-675- 31.53% |
$82.1K - $96K
|
1.47K
$254K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-576- 10.56% |
$70.1K - $81.9K
|
4.88K
$846K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 23.24% |
$57.7K - $67.4K
|
1.57K
$271K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-473- 20.52% |
$57.5K - $67.3K
|
1.83K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-453- 8.64% |
$55.1K - $64.4K
|
4.79K
$830K
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-405- 14.77% |
$49.3K - $57.6K
|
2.34K
$405K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-250- 10.14% |
$30.4K - $35.6K
|
2.22K
$384K
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 6.65% |
$22.7K - $26.6K
|
2.62K
$455K
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 3.45% |
$17.9K - $20.9K
|
4.11K
$712K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-147- 37.03% |
$17.9K - $20.9K
|
250
$43.3K
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-127- 6.53% |
$15.4K - $18.1K
|
1.82K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 81.75% |
$13.6K - $15.9K
|
25
$4.33K
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-56- 1.84% |
$6.81K - $7.96K
|
2.99K
$519K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 41.27% |
$6.33K - $7.4K
|
74
$12.8K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 8.55% |
$3.53K - $4.12K
|
310
$53.7K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 53.85% |
$2.55K - $2.99K
|
18
$3.12K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10- 0.16% |
$1.22K - $1.42K
|
6.11K
$1.06M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-35.6K- 46.23% |
$4.53M - $5.29M
|
41.4K
$7.18M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.5K- 41.92% |
$2.61M - $3.05M
|
28.4K
$4.92M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.3K- 63.54% |
$1.56M - $1.82M
|
7.05K
$1.22M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-3.7K- 99.78% |
$470K - $549K
|
8
$1.39K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.01K- 10.3% |
$383K - $447K
|
26.2K
$4.55M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.91K- 9.98% |
$370K - $432K
|
26.2K
$4.54M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 3.74% |
$148K - $172K
|
29.9K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-952- 7.31% |
$121K - $141K
|
12.1K
$2.09M
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-932- 12.01% |
$119K - $138K
|
6.83K
$1.18M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-862- 8.99% |
$110K - $128K
|
8.73K
$1.51M
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-474- 18.09% |
$60.3K - $70.4K
|
2.15K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-394- 19.56% |
$50.1K - $58.5K
|
1.62K
$281K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-109- 5.33% |
$13.9K - $16.2K
|
1.94K
$335K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-100- 2.43% |
$12.7K - $14.9K
|
4.01K
$695K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-87- 1.74% |
$11.1K - $12.9K
|
4.92K
$853K
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.67% |
$10.9K - $12.8K
|
12.7K
$2.19M
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$7.12K - $8.32K
|
21
$3.64K
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-54- 2.96% |
$6.87K - $8.02K
|
1.77K
$307K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 9.18% |
$2.42K - $2.82K
|
188
$32.6K
|