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 |
---|---|---|---|---|---|---|---|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-208- 1.87% |
$29.5K - $33.7K
|
10.9K
$1.81M
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-216- 12.51% |
$30.6K - $35K
|
1.51K
$251K
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-220- 28.1% |
$31.2K - $35.6K
|
563
$93.4K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-225- 2.81% |
$31.9K - $36.5K
|
7.79K
$1.29M
|
|
Apr 18, 2022
Q1 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-225- 13.62% |
$31.9K - $36.5K
|
1.43K
$237K
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-240- 7.56% |
$34K - $38.9K
|
2.93K
$487K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-248- 20.56% |
$35.1K - $40.2K
|
958
$159K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-248Closed |
$35.1K - $40.2K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-249- 11.82% |
$35.3K - $40.3K
|
1.86K
$308K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-251- 4.31% |
$35.6K - $40.7K
|
5.57K
$924K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-270- 1.54% |
$38.2K - $43.8K
|
17.2K
$2.86M
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-300- 14.56% |
$42.5K - $48.6K
|
1.76K
$292K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-301- 4.9% |
$42.6K - $48.8K
|
5.84K
$969K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-315- 2.73% |
$44.6K - $51K
|
11.2K
$1.86M
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-335Closed |
$47.4K - $54.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-348- 3.99% |
$49.3K - $56.4K
|
8.37K
$1.39M
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-359- 7.28% |
$50.8K - $58.2K
|
4.57K
$758K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-374- 1.58% |
$53K - $60.6K
|
23.3K
$3.87M
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-405- 12.86% |
$57.4K - $65.6K
|
2.75K
$456K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-409- 10.72% |
$57.9K - $66.3K
|
3.41K
$565K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-430- 7.16% |
$60.9K - $69.7K
|
5.58K
$926K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-436- 0.76% |
$61.8K - $70.6K
|
56.8K
$9.42M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-442- 25.01% |
$62.6K - $71.6K
|
1.33K
$220K
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-444- 8.14% |
$62.9K - $71.9K
|
5.01K
$832K
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-450- 9.92% |
$63.7K - $72.9K
|
4.09K
$678K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-491- 5.96% |
$69.5K - $79.6K
|
7.75K
$1.29M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-492- 2.25% |
$69.7K - $79.7K
|
21.4K
$3.55M
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-508- 0.77% |
$72K - $82.3K
|
65.2K
$10.8M
|
|
May 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-527- 1.22% |
$74.6K - $85.4K
|
42.7K
$7.09M
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-575- 18.8% |
$81.4K - $93.2K
|
2.48K
$412K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-649- 32.6% |
$91.9K - $105K
|
1.34K
$223K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-703- 2.82% |
$99.6K - $114K
|
24.2K
$4.02M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-713- 1.24% |
$101K - $116K
|
56.8K
$9.42M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-734- 2.41% |
$104K - $119K
|
29.7K
$4.93M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-842- 10.74% |
$119K - $136K
|
7K
$1.16M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-868Closed |
$123K - $141K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-870Closed |
$123K - $141K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.05K- 40.6% |
$148K - $169K
|
1.53K
$254K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.09K- 28.86% |
$155K - $177K
|
2.69K
$447K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.18KClosed |
$166K - $190K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.25KClosed |
$177K - $202K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 10.4% |
$188K - $215K
|
11.4K
$1.9M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.33K- 38.18% |
$189K - $216K
|
2.16K
$358K
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.4K- 7.75% |
$199K - $227K
|
16.7K
$2.77M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.41K- 3.43% |
$200K - $229K
|
39.9K
$6.62M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.45K- 33.16% |
$205K - $234K
|
2.91K
$483K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.45K- 6.5% |
$206K - $235K
|
20.9K
$3.47M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 6.6% |
$214K - $245K
|
21.4K
$3.55M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.7KClosed |
$240K - $275K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-2.05K- 3.28% |
$290K - $332K
|
60.5K
$10M
|