Purchases and Sales Made in Q1 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 2025. 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 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$216K - $233K
|
1.34K
$250K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.33KNew |
$214K - $231K
|
1.33K
$248K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
1.29K+ 10.13% |
$208K - $224K
|
14K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.24K+ 61.66% |
$200K - $215K
|
3.25K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.23KNew |
$199K - $214K
|
1.23K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.21KNew |
$195K - $209K
|
1.21K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$193K - $208K
|
1.2K
$223K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.2K+ 11.42% |
$193K - $207K
|
11.7K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.19KNew |
$191K - $206K
|
1.19K
$221K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.18KNew |
$190K - $205K
|
1.18K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.18KNew |
$190K - $204K
|
1.18K
$220K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17KNew |
$189K - $203K
|
1.17K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.14K+ 0.42% |
$184K - $197K
|
275K
$51.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.07K+ 47.41% |
$173K - $185K
|
3.33K
$620K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.03K+ 6.21% |
$166K - $179K
|
17.6K
$3.29M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 197.29% |
$164K - $176K
|
1.53K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
991+ 9.1% |
$160K - $172K
|
11.9K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
943New |
$152K - $163K
|
943
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
911+ 2.32% |
$147K - $158K
|
40.1K
$7.48M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
908+ 210.19% |
$146K - $157K
|
1.34K
$250K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
889+ 472.87% |
$143K - $154K
|
1.08K
$201K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
878+ 15.99% |
$142K - $152K
|
6.37K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
846+ 10.81% |
$136K - $147K
|
8.68K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
836+ 2.95% |
$135K - $145K
|
29.2K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
775+ 37.24% |
$125K - $134K
|
2.86K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
755+ 6.48% |
$122K - $131K
|
12.4K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
720+ 3.71% |
$116K - $125K
|
20.1K
$3.74M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
719+ 5.75% |
$116K - $125K
|
13.2K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
685+ 41.29% |
$110K - $119K
|
2.34K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
676+ 0.78% |
$109K - $117K
|
87.4K
$16.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
629+ 8.67% |
$101K - $109K
|
7.89K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
623+ 26.92% |
$100K - $108K
|
2.94K
$547K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
612+ 23.25% |
$98.7K - $106K
|
3.24K
$604K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
538+ 7.47% |
$86.7K - $93.3K
|
7.74K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
534+ 1.48% |
$86.1K - $92.6K
|
36.7K
$6.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
529New |
$85.3K - $91.7K
|
529
$98.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
527+ 4.53% |
$85K - $91.3K
|
12.2K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
515+ 19.98% |
$83K - $89.3K
|
3.09K
$576K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
513+ 6.19% |
$82.7K - $88.9K
|
8.8K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
478+ 1.81% |
$77.1K - $82.9K
|
26.9K
$5.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
462+ 37.41% |
$74.5K - $80.1K
|
1.7K
$316K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
454+ 12.43% |
$73.2K - $78.7K
|
4.11K
$765K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
450+ 2.81% |
$72.6K - $78K
|
16.5K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
448+ 34.73% |
$72.2K - $77.7K
|
1.74K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
436+ 11.4% |
$70.3K - $75.6K
|
4.26K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
423+ 0.95% |
$68.2K - $73.3K
|
45K
$8.39M
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
405+ 23.84% |
$65.3K - $70.2K
|
2.1K
$392K
|
|
|
Apr 22, 2025
Q1 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
382+ 2.47% |
$61.6K - $66.2K
|
15.9K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
359+ 5.9% |
$57.9K - $62.2K
|
6.45K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
358+ 2.03% |
$57.7K - $62.1K
|
18K
$3.36M
|