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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
348+ 11.56% |
$56.1K - $60.3K
|
3.36K
$626K
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
335+ 26.63% |
$54K - $58.1K
|
1.59K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
329+ 3.53% |
$53K - $57K
|
9.64K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
324+ 2.49% |
$52.2K - $56.2K
|
13.3K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
321+ 2.39% |
$51.8K - $55.6K
|
13.8K
$2.56M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
319+ 13.23% |
$51.4K - $55.3K
|
2.73K
$509K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
309New |
$49.8K - $53.6K
|
309
$57.6K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
300+ 6.84% |
$48.4K - $52K
|
4.69K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
259+ 10.27% |
$41.8K - $44.9K
|
2.78K
$518K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
256+ 4.37% |
$41.3K - $44.4K
|
6.11K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
255+ 16.16% |
$41.1K - $44.2K
|
1.83K
$341K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
255+ 5.92% |
$41.1K - $44.2K
|
4.56K
$850K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
254New |
$41K - $44K
|
254
$47.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
247+ 3.92% |
$39.8K - $42.8K
|
6.55K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
246+ 0.76% |
$39.7K - $42.6K
|
32.7K
$6.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
236+ 0.85% |
$38.1K - $40.9K
|
28K
$5.21M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
221+ 1.37% |
$35.6K - $38.3K
|
16.3K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
212+ 1.13% |
$34.2K - $36.7K
|
19K
$3.55M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
199+ 0.74% |
$32.1K - $34.5K
|
27.2K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
198+ 2.65% |
$31.9K - $34.3K
|
7.67K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
194+ 33.28% |
$31.3K - $33.6K
|
777
$145K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
189New |
$30.5K - $32.8K
|
189
$35.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
188+ 2.55% |
$30.3K - $32.6K
|
7.57K
$1.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
188+ 4.43% |
$30.3K - $32.6K
|
4.44K
$826K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
184+ 8.31% |
$29.7K - $31.9K
|
2.4K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
183+ 0.72% |
$29.5K - $31.7K
|
25.8K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
178+ 3.59% |
$28.7K - $30.9K
|
5.13K
$956K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
176+ 24.28% |
$28.4K - $30.5K
|
901
$168K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
170+ 100.0% |
$27.4K - $29.5K
|
340
$63.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
166New |
$26.8K - $28.8K
|
166
$30.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
161New |
$26K - $27.9K
|
161
$30K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
152+ 6.82% |
$24.5K - $26.3K
|
2.38K
$444K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
152New |
$24.5K - $26.3K
|
152
$28.3K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
146New |
$23.5K - $25.3K
|
146
$27.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
143New |
$23.1K - $24.8K
|
143
$26.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
139+ 0.73% |
$22.4K - $24.1K
|
19.3K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
138+ 1.11% |
$22.3K - $23.9K
|
12.6K
$2.35M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
135+ 3.46% |
$21.8K - $23.4K
|
4.04K
$752K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
135+ 98.54% |
$21.8K - $23.4K
|
272
$50.7K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
135+ 1.4% |
$21.8K - $23.4K
|
9.78K
$1.82M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
134+ 2.37% |
$21.6K - $23.2K
|
5.8K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
130+ 2.37% |
$21K - $22.5K
|
5.61K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
128+ 2.37% |
$20.6K - $22.2K
|
5.53K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
127+ 2.25% |
$20.5K - $22K
|
5.77K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
126+ 3.67% |
$20.3K - $21.8K
|
3.56K
$662K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
124+ 1.65% |
$20K - $21.5K
|
7.63K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
121+ 1.27% |
$19.5K - $21K
|
9.68K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
108+ 7.11% |
$17.4K - $18.7K
|
1.63K
$303K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
105+ 7.02% |
$16.9K - $18.2K
|
1.6K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
104+ 0.63% |
$16.8K - $18K
|
16.6K
$3.09M
|