Purchases and Sales Made in Q1 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2024. 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 11, 2024
Q1 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.13M+ 2772.3% |
$146M - $161M
|
1.17M
$194M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
512K+ 227.24% |
$66.3M - $73M
|
737K
$122M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
171K+ 616.0% |
$22.1M - $24.3M
|
198K
$32.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
126K+ 32.6% |
$16.3M - $18M
|
513K
$85.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.1K+ 94.7% |
$12.8M - $14.1M
|
204K
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
85.8KNew |
$11.1M - $12.2M
|
85.8K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.9K+ 750.64% |
$9.32M - $10.3M
|
81.5K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.7K+ 59.24% |
$8.51M - $9.37M
|
177K
$29.3M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.2K+ 143.69% |
$7.92M - $8.72M
|
104K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59K+ 195.47% |
$7.64M - $8.41M
|
89.1K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
51.8K+ 94.16% |
$6.72M - $7.39M
|
107K
$17.7M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
50.9K+ 2878.58% |
$6.6M - $7.26M
|
52.7K
$8.75M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.4K+ 230.67% |
$6.4M - $7.04M
|
70.8K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
42.9K+ 65.23% |
$5.56M - $6.12M
|
109K
$18M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.3K+ 26.16% |
$5.47M - $6.02M
|
204K
$33.8M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
39.8K+ 12.17% |
$5.15M - $5.67M
|
367K
$60.9M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
38KNew |
$4.92M - $5.41M
|
38K
$6.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.3KNew |
$3.92M - $4.31M
|
30.3K
$5.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.6KNew |
$3.71M - $4.08M
|
28.6K
$4.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 40.82% |
$2.59M - $2.85M
|
69K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.3KNew |
$2.37M - $2.61M
|
18.3K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.7KNew |
$2.17M - $2.38M
|
16.7K
$2.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$2.07M - $2.28M
|
16K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.6K+ 218.72% |
$1.89M - $2.08M
|
21.3K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.4KNew |
$1.73M - $1.9M
|
13.4K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 560.42% |
$1.73M - $1.9M
|
15.7K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.2K+ 31.51% |
$1.71M - $1.89M
|
55.2K
$9.17M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.3K+ 54.33% |
$1.59M - $1.75M
|
34.9K
$5.79M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
12.1K+ 35.56% |
$1.57M - $1.72M
|
46.1K
$7.65M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 7.5% |
$1.44M - $1.59M
|
160K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
10.7KNew |
$1.38M - $1.52M
|
10.7K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.72M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.1KNew |
$1.31M - $1.44M
|
10.1K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 8.65% |
$1.31M - $1.44M
|
127K
$21.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.78K+ 421.65% |
$1.27M - $1.39M
|
12.1K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.81K+ 15.86% |
$1.14M - $1.26M
|
64.4K
$10.7M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.64KNew |
$1.12M - $1.23M
|
8.64K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
8.64KNew |
$1.12M - $1.23M
|
8.64K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.21K+ 74.36% |
$1.06M - $1.17M
|
19.3K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
8.17KNew |
$1.06M - $1.16M
|
8.17K
$1.36M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.71K+ 58.13% |
$999K - $1.1M
|
21K
$3.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.66KNew |
$992K - $1.09M
|
7.66K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.16KNew |
$928K - $1.02M
|
7.16K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.83K+ 11.7% |
$885K - $974K
|
65.2K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.83KNew |
$884K - $973K
|
6.83K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.83KNew |
$884K - $973K
|
6.83K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.74K+ 32.16% |
$873K - $961K
|
27.7K
$4.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.73K+ 239.08% |
$872K - $960K
|
9.55K
$1.58M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.14K+ 16.26% |
$795K - $875K
|
43.9K
$7.28M
|