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 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-380- 5.53% |
$49.2K - $54.2K
|
6.49K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-381- 10.08% |
$49.4K - $54.3K
|
3.4K
$564K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-394- 14.14% |
$51K - $56.2K
|
2.39K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-400- 24.32% |
$51.8K - $57K
|
1.25K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 86.02% |
$51.8K - $57K
|
65
$10.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-402- 2.87% |
$52.1K - $57.3K
|
13.6K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-428- 7.51% |
$55.5K - $61K
|
5.27K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-459- 4.57% |
$59.5K - $65.4K
|
9.58K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-480- 1.23% |
$62.2K - $68.4K
|
38.4K
$6.38M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-544- 5.47% |
$70.5K - $77.6K
|
9.4K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-546- 24.89% |
$70.7K - $77.8K
|
1.65K
$274K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-574- 27.41% |
$74.4K - $81.8K
|
1.52K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-593- 39.69% |
$76.8K - $84.5K
|
901
$150K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-599- 29.62% |
$77.6K - $85.4K
|
1.42K
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-600- 7.32% |
$77.7K - $85.5K
|
7.6K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-609- 21.92% |
$78.9K - $86.8K
|
2.17K
$360K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-617- 4.11% |
$79.9K - $88K
|
14.4K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-657- 11.88% |
$85.1K - $93.7K
|
4.87K
$809K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-680- 10.48% |
$88.1K - $97K
|
5.81K
$964K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-707- 11.84% |
$91.6K - $101K
|
5.26K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-734- 11.88% |
$95.1K - $105K
|
5.44K
$903K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-743- 59.77% |
$96.3K - $106K
|
500
$83K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-763- 20.27% |
$98.9K - $109K
|
3K
$498K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-769- 15.48% |
$99.6K - $110K
|
4.2K
$697K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-775- 7.0% |
$100K - $110K
|
10.3K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-776- 44.67% |
$101K - $111K
|
961
$159K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-804- 18.24% |
$104K - $115K
|
3.61K
$598K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-807- 4.89% |
$105K - $115K
|
15.7K
$2.61M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-816- 6.43% |
$106K - $116K
|
11.9K
$1.97M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-867- 3.89% |
$112K - $124K
|
21.4K
$3.56M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-897- 1.44% |
$116K - $128K
|
61.2K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-897- 13.71% |
$116K - $128K
|
5.64K
$937K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-924- 25.8% |
$120K - $132K
|
2.66K
$441K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-945- 9.2% |
$122K - $135K
|
9.33K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-945- 14.2% |
$122K - $135K
|
5.71K
$948K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.01K- 9.96% |
$130K - $144K
|
9.1K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.09K- 77.61% |
$141K - $156K
|
315
$52.3K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.16K- 13.35% |
$150K - $165K
|
7.52K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 8.69% |
$174K - $192K
|
14.1K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.41K- 35.56% |
$182K - $201K
|
2.55K
$424K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.41K- 19.3% |
$183K - $201K
|
5.91K
$981K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 10.06% |
$191K - $211K
|
13.2K
$2.19M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.54K- 9.07% |
$200K - $220K
|
15.5K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.56K- 52.31% |
$203K - $223K
|
1.43K
$237K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.6K- 4.7% |
$208K - $229K
|
32.5K
$5.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.63K- 4.51% |
$211K - $233K
|
34.5K
$5.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.81K- 31.25% |
$234K - $258K
|
3.98K
$661K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.18K- 24.16% |
$283K - $311K
|
6.86K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.2K- 31.34% |
$285K - $313K
|
4.81K
$799K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 2.43% |
$293K - $322K
|
90.6K
$15M
|