Purchases and Sales Made in Q1 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.89K+ 401.48% |
$692K - $792K
|
6.1K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.32K+ 5.3% |
$611K - $699K
|
85.8K
$14.2M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.99K+ 890.18% |
$565K - $646K
|
4.44K
$736K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.78KNew |
$535K - $613K
|
3.78K
$627K
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
3.75K+ 39.91% |
$532K - $608K
|
13.2K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.72K+ 113.53% |
$526K - $602K
|
6.99K
$1.16M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.36K+ 96.78% |
$476K - $545K
|
6.84K
$1.14M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.04K+ 16.4% |
$431K - $493K
|
21.6K
$3.58M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.95KNew |
$417K - $478K
|
2.95K
$489K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.8K+ 12.97% |
$396K - $453K
|
24.4K
$4.04M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
2.73KNew |
$386K - $442K
|
2.73K
$452K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.69K+ 94.95% |
$381K - $436K
|
5.52K
$917K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$365K - $417K
|
2.58K
$428K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.58KNew |
$365K - $417K
|
2.58K
$427K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.47K+ 143.73% |
$349K - $399K
|
4.18K
$694K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.38K+ 181.94% |
$337K - $385K
|
3.69K
$612K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.34KNew |
$331K - $379K
|
2.34K
$388K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.24K+ 40.42% |
$317K - $363K
|
7.79K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.11K+ 4.3% |
$299K - $342K
|
51.2K
$8.5M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.09K+ 38.84% |
$295K - $338K
|
7.45K
$1.24M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.08K+ 8.5% |
$295K - $337K
|
26.6K
$4.41M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.06KNew |
$291K - $333K
|
2.06K
$342K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 62.12% |
$284K - $325K
|
5.24K
$869K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 4.17% |
$277K - $316K
|
48.8K
$8.09M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.87K+ 26.0% |
$265K - $303K
|
9.06K
$1.5M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 14.78% |
$259K - $297K
|
14.2K
$2.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.81K+ 3.87% |
$256K - $292K
|
48.4K
$8.04M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.78K+ 3.82% |
$252K - $288K
|
48.3K
$8.02M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.77KNew |
$251K - $287K
|
1.77K
$294K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.76K+ 4.6% |
$250K - $286K
|
40.1K
$6.65M
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.71KNew |
$243K - $278K
|
1.71K
$284K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.66K+ 126.9% |
$235K - $268K
|
2.96K
$491K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.64K+ 15.39% |
$232K - $266K
|
12.3K
$2.04M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.6K+ 3.64% |
$227K - $259K
|
45.5K
$7.56M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.57KNew |
$222K - $254K
|
1.57K
$260K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.57KNew |
$222K - $254K
|
1.57K
$260K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56K+ 9.27% |
$220K - $252K
|
18.3K
$3.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.54KNew |
$218K - $250K
|
1.54K
$256K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 2.29% |
$212K - $243K
|
66.9K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
1.48KNew |
$210K - $240K
|
1.48K
$246K
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.46KNew |
$207K - $237K
|
1.46K
$243K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.44K+ 14.13% |
$203K - $233K
|
11.6K
$1.92M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$202K - $231K
|
1.43K
$237K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.41K+ 4.3% |
$200K - $229K
|
34.2K
$5.68M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.39KNew |
$197K - $225K
|
1.39K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.35KNew |
$191K - $219K
|
1.35K
$224K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.29KNew |
$182K - $208K
|
1.29K
$213K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.28KNew |
$181K - $207K
|
1.28K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.27KNew |
$180K - $206K
|
1.27K
$211K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.27K+ 6.02% |
$180K - $206K
|
22.4K
$3.71M
|