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 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
410+ 4.19% |
$53.1K - $58.5K
|
10.2K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 3.96% |
$51.8K - $57K
|
10.5K
$1.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
392+ 7.31% |
$50.8K - $55.9K
|
5.76K
$955K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
386+ 7.67% |
$50K - $55K
|
5.42K
$899K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
385+ 13.23% |
$49.9K - $54.9K
|
3.3K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
376New |
$48.7K - $53.6K
|
376
$62.4K
|
|
|
May 03, 2024
Q1 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
363+ 23.87% |
$47K - $51.8K
|
1.88K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
356+ 3236.36% |
$46.1K - $50.8K
|
367
$60.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
339+ 4.49% |
$43.9K - $48.3K
|
7.88K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
325+ 5.56% |
$42.1K - $46.3K
|
6.17K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
310+ 9.6% |
$40.2K - $44.2K
|
3.54K
$587K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
303+ 5.64% |
$39.3K - $43.2K
|
5.67K
$942K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
291+ 11.73% |
$37.7K - $41.5K
|
2.77K
$460K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
288+ 17.04% |
$37.3K - $41.1K
|
1.98K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
280+ 4.88% |
$36.3K - $39.9K
|
6.02K
$1M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
269+ 2.24% |
$34.9K - $38.4K
|
12.3K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
267New |
$34.6K - $38.1K
|
267
$44.3K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
261+ 2.26% |
$33.8K - $37.2K
|
11.8K
$1.96M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
258New |
$33.4K - $36.8K
|
258
$42.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
252+ 1.95% |
$32.6K - $35.9K
|
13.2K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
241+ 6.22% |
$31.2K - $34.4K
|
4.12K
$683K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
223+ 2.59% |
$28.9K - $31.8K
|
8.83K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
218+ 1.13% |
$28.2K - $31.1K
|
19.6K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
215New |
$27.9K - $30.7K
|
215
$35.7K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187+ 135.51% |
$24.2K - $26.7K
|
325
$53.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
186New |
$24.1K - $26.5K
|
186
$30.9K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
184+ 0.53% |
$23.8K - $26.2K
|
35K
$5.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
157+ 2.24% |
$20.3K - $22.4K
|
7.16K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
144+ 0.78% |
$18.7K - $20.5K
|
18.7K
$3.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
120+ 0.92% |
$15.5K - $17.1K
|
13.1K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
110+ 4.22% |
$14.3K - $15.7K
|
2.72K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
108+ 29.43% |
$14K - $15.4K
|
475
$78.8K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
104+ 2.23% |
$13.5K - $14.8K
|
4.76K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 63.19% |
$13.3K - $14.7K
|
266
$44.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
97+ 8.82% |
$12.6K - $13.8K
|
1.2K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
91+ 1.63% |
$11.8K - $13K
|
5.67K
$941K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
90+ 17.65% |
$11.7K - $12.8K
|
600
$99.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
87+ 2.3% |
$11.3K - $12.4K
|
3.87K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
87+ 1.9% |
$11.3K - $12.4K
|
4.66K
$774K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
86+ 2.41% |
$11.1K - $12.3K
|
3.65K
$606K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
81New |
$10.5K - $11.5K
|
81
$13.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
76+ 1.99% |
$9.85K - $10.8K
|
3.89K
$646K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
71+ 1.4% |
$9.2K - $10.1K
|
5.14K
$852K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
70+ 0.22% |
$9.07K - $9.98K
|
32.4K
$5.38M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69+ 2.13% |
$8.94K - $9.84K
|
3.31K
$549K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
66+ 2.43% |
$8.55K - $9.41K
|
2.78K
$461K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
64+ 1.67% |
$8.29K - $9.13K
|
3.9K
$647K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
61+ 0.82% |
$7.9K - $8.7K
|
7.48K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.89% |
$6.48K - $7.13K
|
5.69K
$945K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 1.85% |
$6.48K - $7.13K
|
2.76K
$457K
|