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 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
38+ 16.52% |
$4.92K - $5.42K
|
268
$44.5K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32+ 0.62% |
$4.15K - $4.56K
|
5.2K
$863K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
31+ 0.94% |
$4.02K - $4.42K
|
3.33K
$552K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
30+ 7.14% |
$3.89K - $4.28K
|
450
$74.7K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
26+ 1.44% |
$3.37K - $3.71K
|
1.84K
$305K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
22New |
$2.85K - $3.14K
|
22
$3.65K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.74% |
$2.46K - $2.71K
|
2.6K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 2.51% |
$2.33K - $2.57K
|
736
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16+ 0.33% |
$2.07K - $2.28K
|
4.9K
$814K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 14.95% |
$2.07K - $2.28K
|
123
$20.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
16+ 0.4% |
$2.07K - $2.28K
|
4.02K
$668K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.77% |
$2.07K - $2.28K
|
2.09K
$346K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$2.07K - $2.28K
|
16
$2.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
13New |
$1.68K - $1.85K
|
13
$2.16K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12+ 0.56% |
$1.55K - $1.71K
|
2.14K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
10+ 0.42% |
$1.3K - $1.43K
|
2.41K
$399K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7New |
$907 - $998
|
7
$1.16K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.19% |
$648 - $713
|
2.69K
$446K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.69% |
$518 - $570
|
584
$96.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 3.2% |
$518 - $570
|
129
$21.4K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4New |
$518 - $570
|
4
$664
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3+ 0.18% |
$389 - $428
|
1.65K
$274K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3+ 0.16% |
$389 - $428
|
1.88K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.84% |
$389 - $428
|
361
$59.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.05% |
$389 - $428
|
6.48K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.78% |
$259 - $285
|
260
$43.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.1% |
$259 - $285
|
2.02K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.31% |
$259 - $285
|
155
$25.7K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.01% |
$130 - $143
|
7.14K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 33.33% |
$130 - $143
|
4
$664
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$130 - $143
|
1.53K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.96% |
$130 - $143
|
105
$17.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.45% |
$130 - $143
|
224
$37.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$130 - $143
|
2.7K
$448K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.34% |
$130 - $143
|
289
$48K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.94% |
$259 - $285
|
210
$34.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.3% |
$907 - $998
|
2.35K
$391K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-8- 5.41% |
$1.04K - $1.14K
|
140
$23.2K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-8- 0.09% |
$1.04K - $1.14K
|
8.64K
$1.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9- 0.52% |
$1.17K - $1.28K
|
1.72K
$286K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-24- 2.26% |
$3.11K - $3.42K
|
1.04K
$172K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-26- 1.17% |
$3.37K - $3.71K
|
2.19K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-29- 0.32% |
$3.76K - $4.13K
|
8.91K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31- 2.05% |
$4.02K - $4.42K
|
1.48K
$245K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-31- 1.16% |
$4.02K - $4.42K
|
2.64K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-36- 5.48% |
$4.66K - $5.13K
|
621
$103K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-39- 0.38% |
$5.05K - $5.56K
|
10.3K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 0.81% |
$5.44K - $5.99K
|
5.13K
$851K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 62.5% |
$6.48K - $7.13K
|
30
$4.98K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-55- 0.87% |
$7.13K - $7.84K
|
6.26K
$1.04M
|