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 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
272+ 0.55% |
$38.5K - $44.1K
|
49.5K
$8.22M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
271+ 7.29% |
$38.4K - $43.9K
|
3.99K
$662K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
257+ 6.8% |
$36.4K - $41.6K
|
4.04K
$670K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
250+ 11.55% |
$35.4K - $40.5K
|
2.42K
$401K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
224+ 56.0% |
$31.7K - $36.3K
|
624
$104K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
221+ 8.33% |
$31.3K - $35.8K
|
2.87K
$477K
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
201+ 17.15% |
$28.5K - $32.6K
|
1.37K
$228K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
191New |
$27.1K - $30.9K
|
191
$31.7K
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
181New |
$25.6K - $29.3K
|
181
$30K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
174+ 4.53% |
$24.6K - $28.2K
|
4.02K
$667K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
168+ 0.6% |
$23.8K - $27.2K
|
28K
$4.65M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
165New |
$23.4K - $26.7K
|
165
$27.4K
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
164New |
$23.2K - $26.6K
|
164
$27.2K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
163+ 55.63% |
$23.1K - $26.4K
|
456
$75.7K
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
153New |
$21.7K - $24.8K
|
153
$25.4K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
150+ 3.29% |
$21.2K - $24.3K
|
4.71K
$782K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
141+ 2.4% |
$20K - $22.8K
|
6.02K
$1M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 4.33% |
$20K - $22.8K
|
3.39K
$563K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
120+ 5.27% |
$17K - $19.4K
|
2.4K
$398K
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
115+ 1.02% |
$16.3K - $18.6K
|
11.4K
$1.9M
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
109+ 0.63% |
$15.4K - $17.7K
|
17.5K
$2.91M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
103+ 0.87% |
$14.6K - $16.7K
|
11.9K
$1.98M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
102+ 3.77% |
$14.4K - $16.5K
|
2.81K
$466K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
101+ 5.04% |
$14.3K - $16.4K
|
2.11K
$349K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
101New |
$14.3K - $16.4K
|
101
$16.8K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 10.0% |
$14.2K - $16.2K
|
1.1K
$183K
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
96New |
$13.6K - $15.6K
|
96
$15.9K
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
94+ 5.09% |
$13.3K - $15.2K
|
1.94K
$322K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
90+ 204.55% |
$12.7K - $14.6K
|
134
$22.2K
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
BUY
|
- |
87+ 3.43% |
$12.3K - $14.1K
|
2.62K
$435K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78+ 1.47% |
$11K - $12.6K
|
5.37K
$892K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78+ 4.8% |
$11K - $12.6K
|
1.7K
$283K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
76+ 3.61% |
$10.8K - $12.3K
|
2.18K
$362K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
68+ 0.86% |
$9.63K - $11K
|
7.99K
$1.33M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
65+ 2.72% |
$9.21K - $10.5K
|
2.45K
$407K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
63+ 0.67% |
$8.92K - $10.2K
|
9.43K
$1.56M
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.41% |
$7.51K - $8.59K
|
13K
$2.16M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52+ 2.57% |
$7.37K - $8.43K
|
2.08K
$344K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
50New |
$7.08K - $8.1K
|
50
$8.3K
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
49+ 0.97% |
$6.94K - $7.94K
|
5.11K
$848K
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
44+ 0.65% |
$6.23K - $7.13K
|
6.79K
$1.13M
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
42New |
$5.95K - $6.81K
|
42
$6.97K
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
41+ 1.76% |
$5.81K - $6.64K
|
2.37K
$393K
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
40+ 1.88% |
$5.67K - $6.48K
|
2.16K
$359K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
39New |
$5.52K - $6.32K
|
39
$6.47K
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
36+ 0.19% |
$5.1K - $5.83K
|
18.8K
$3.11M
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
36+ 1.36% |
$5.1K - $5.83K
|
2.69K
$447K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
36+ 0.55% |
$5.1K - $5.83K
|
6.59K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
33+ 20.63% |
$4.67K - $5.35K
|
193
$32K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32+ 0.54% |
$4.53K - $5.19K
|
5.94K
$986K
|