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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$188K - $207K
|
1.45K
$240K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.45KNew |
$187K - $206K
|
1.45K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.43KNew |
$185K - $204K
|
1.43K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.42KNew |
$184K - $203K
|
1.42K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.41KNew |
$182K - $200K
|
1.41K
$233K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.4KNew |
$182K - $200K
|
1.4K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.4K+ 70.16% |
$182K - $200K
|
3.4K
$564K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.37K+ 3.14% |
$177K - $195K
|
44.9K
$7.45M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33KNew |
$173K - $190K
|
1.33K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.28K+ 14.1% |
$166K - $183K
|
10.4K
$1.72M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.25K+ 87.87% |
$162K - $179K
|
2.68K
$445K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.25K+ 80.95% |
$161K - $178K
|
2.78K
$462K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.19K+ 8.68% |
$154K - $169K
|
14.8K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.13K+ 16.22% |
$146K - $161K
|
8.1K
$1.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.13K+ 11.63% |
$146K - $161K
|
10.9K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
1.1K+ 40.32% |
$142K - $156K
|
3.81K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.07K+ 14.19% |
$139K - $153K
|
8.64K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 10.68% |
$138K - $151K
|
11K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.03K+ 14.1% |
$133K - $146K
|
8.3K
$1.38M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.01K+ 338.13% |
$131K - $144K
|
1.31K
$217K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
928+ 6628.57% |
$120K - $132K
|
942
$156K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
882+ 136.11% |
$114K - $126K
|
1.53K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
849+ 3.05% |
$110K - $121K
|
28.7K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
809New |
$105K - $115K
|
809
$134K
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
801+ 0.93% |
$104K - $114K
|
86.5K
$14.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750+ 21.68% |
$97.2K - $107K
|
4.21K
$699K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
740+ 870.59% |
$95.9K - $106K
|
825
$137K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
738+ 3.33% |
$95.6K - $105K
|
22.9K
$3.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
658+ 2.54% |
$85.3K - $93.8K
|
26.6K
$4.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
655+ 11.06% |
$84.9K - $93.4K
|
6.58K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
651+ 19.88% |
$84.3K - $92.8K
|
3.93K
$652K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
646+ 42.44% |
$83.7K - $92.1K
|
2.17K
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
642+ 15.95% |
$83.2K - $91.5K
|
4.67K
$774K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
623+ 4.82% |
$80.7K - $88.8K
|
13.6K
$2.25M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
595+ 12.23% |
$77.1K - $84.8K
|
5.46K
$906K
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
554+ 4.18% |
$71.8K - $79K
|
13.8K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
536+ 10.12% |
$69.4K - $76.4K
|
5.83K
$968K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
529+ 31.21% |
$68.5K - $75.4K
|
2.22K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
514+ 34.85% |
$66.6K - $73.3K
|
1.99K
$330K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
501+ 28.53% |
$64.9K - $71.4K
|
2.26K
$375K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
499+ 4.56% |
$64.7K - $71.1K
|
11.5K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
466+ 490.53% |
$60.4K - $66.4K
|
561
$93.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
463+ 24.1% |
$60K - $66K
|
2.38K
$396K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
461+ 38.23% |
$59.7K - $65.7K
|
1.67K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
460+ 14.05% |
$59.6K - $65.6K
|
3.73K
$620K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
459+ 20.68% |
$59.5K - $65.4K
|
2.68K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
437+ 598.63% |
$56.6K - $62.3K
|
510
$84.6K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
433+ 3.51% |
$56.1K - $61.7K
|
12.8K
$2.12M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
424+ 1.32% |
$54.9K - $60.5K
|
32.6K
$5.41M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
420+ 1.42% |
$54.4K - $59.9K
|
30.1K
$4.99M
|