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 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.8% |
$7.58K - $8.15K
|
1.63K
$302K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-34- 0.71% |
$5.48K - $5.89K
|
4.77K
$883K
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-30- 23.08% |
$4.84K - $5.2K
|
100
$18.5K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-18- 0.12% |
$2.9K - $3.12K
|
15.3K
$2.83M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 16.67% |
$1.61K - $1.73K
|
50
$9.26K
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-10- 0.76% |
$1.61K - $1.73K
|
1.31K
$243K
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-10- 0.66% |
$1.61K - $1.73K
|
1.5K
$278K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$214K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$226K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5- 0.33% |
$806 - $867
|
1.49K
$276K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 3.07% |
$806 - $867
|
158
$29.3K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4K- 54.42% |
$642K - $716K
|
3.35K
$620K
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.21K- 56.21% |
$354K - $395K
|
1.72K
$318K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.2K- 36.89% |
$353K - $394K
|
3.76K
$697K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-994- 90.04% |
$160K - $178K
|
110
$20.4K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-983- 13.86% |
$158K - $176K
|
6.11K
$1.13M
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-926- 39.73% |
$149K - $166K
|
1.41K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-726- 12.26% |
$117K - $130K
|
5.2K
$963K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-455- 21.67% |
$73K - $81.5K
|
1.65K
$305K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-357- 7.53% |
$57.3K - $63.9K
|
4.38K
$811K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-317- 1.81% |
$50.9K - $56.8K
|
17.2K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-126- 81.29% |
$20.2K - $22.6K
|
29
$5.37K
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-118- 8.7% |
$18.9K - $21.1K
|
1.24K
$229K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-67- 7.7% |
$10.8K - $12K
|
803
$149K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 14.29% |
$2.41K - $2.69K
|
90
$16.7K
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 87.5% |
$1.12K - $1.25K
|
1
$185
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 2.99% |
$803 - $896
|
162
$30K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.03K- 9.2% |
$737K - $878K
|
49.7K
$9.2M
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-3.91K- 53.97% |
$574K - $683K
|
3.34K
$618K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.19K- 70.58% |
$468K - $557K
|
1.33K
$246K
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.73KClosed |
$254K - $303K
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.61K- 7.1% |
$236K - $281K
|
21.1K
$3.9M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.51K- 18.48% |
$221K - $263K
|
6.65K
$1.23M
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.31K- 59.19% |
$192K - $228K
|
902
$167K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.22K- 92.41% |
$178K - $212K
|
100
$18.5K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-485- 4.86% |
$71.1K - $84.7K
|
9.5K
$1.76M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 24.14% |
$58.5K - $69.6K
|
1.25K
$232K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-306- 66.67% |
$44.9K - $53.4K
|
153
$28.3K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-170- 4.5% |
$24.9K - $29.7K
|
3.61K
$668K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 99.0% |
$14.5K - $17.3K
|
1
$185
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 2.66% |
$12.6K - $15K
|
3.14K
$582K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 19.48% |
$8.8K - $10.5K
|
248
$45.9K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 70.0% |
$5.13K - $6.11K
|
15
$2.78K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$66.3K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 35.54% |
$145K - $169K
|
1.94K
$358K
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.26M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-815- 54.52% |
$111K - $129K
|
680
$126K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-740- 98.67% |
$101K - $117K
|
10
$1.85K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 6.66% |
$13.6K - $15.8K
|
1.4K
$260K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-98- 1.74% |
$13.3K - $15.5K
|
5.55K
$1.03M
|