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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
101+ 6.95% |
$16.3K - $17.5K
|
1.56K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$16.1K - $17.3K
|
100
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
100New |
$16.1K - $17.3K
|
100
$18.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
93+ 1.53% |
$15K - $16.1K
|
6.18K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
83+ 1660.0% |
$13.4K - $14.4K
|
88
$16.4K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
82+ 1.48% |
$13.2K - $14.2K
|
5.64K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82+ 1.99% |
$13.2K - $14.2K
|
4.2K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
81+ 3.36% |
$13.1K - $14K
|
2.49K
$464K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
79+ 1.79% |
$12.7K - $13.7K
|
4.49K
$836K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
78+ 2.04% |
$12.6K - $13.5K
|
3.91K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
76New |
$12.3K - $13.2K
|
76
$14.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
75New |
$12.1K - $13K
|
75
$14K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
65+ 0.62% |
$10.5K - $11.3K
|
10.6K
$1.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
64New |
$10.3K - $11.1K
|
64
$11.9K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
64+ 15.02% |
$10.3K - $11.1K
|
490
$91.3K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
62+ 3.25% |
$10K - $10.7K
|
1.97K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
57+ 2.08% |
$9.19K - $9.88K
|
2.79K
$520K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
55+ 0.68% |
$8.87K - $9.53K
|
8.15K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 15.68% |
$8.55K - $9.19K
|
391
$72.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
48+ 1.13% |
$7.74K - $8.32K
|
4.29K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45New |
$7.26K - $7.8K
|
45
$8.38K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
44+ 1.05% |
$7.09K - $7.63K
|
4.24K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
44+ 1.1% |
$7.09K - $7.63K
|
4.05K
$755K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
43+ 0.74% |
$6.93K - $7.45K
|
5.88K
$1.09M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
43New |
$6.93K - $7.45K
|
43
$8.01K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
41+ 1.92% |
$6.61K - $7.11K
|
2.18K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
39New |
$6.29K - $6.76K
|
39
$7.26K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 1.71% |
$5.32K - $5.72K
|
1.97K
$366K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
33+ 0.63% |
$5.32K - $5.72K
|
5.23K
$975K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
31+ 0.32% |
$5K - $5.37K
|
9.62K
$1.79M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
29+ 1.13% |
$4.68K - $5.03K
|
2.59K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
29+ 0.99% |
$4.68K - $5.03K
|
2.97K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$4.51K - $4.85K
|
28
$5.22K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 9.6% |
$3.87K - $4.16K
|
274
$51K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
23+ 0.41% |
$3.71K - $3.99K
|
5.63K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20+ 0.76% |
$3.22K - $3.47K
|
2.65K
$494K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
17+ 170.0% |
$2.74K - $2.95K
|
27
$5.03K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17+ 1.26% |
$2.74K - $2.95K
|
1.37K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 1.84% |
$2.74K - $2.95K
|
941
$175K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.63% |
$2.58K - $2.77K
|
2.57K
$479K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
15+ 0.43% |
$2.42K - $2.6K
|
3.52K
$655K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
15+ 0.31% |
$2.42K - $2.6K
|
4.8K
$894K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.52% |
$1.77K - $1.91K
|
2.13K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
11+ 0.3% |
$1.77K - $1.91K
|
3.72K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
11+ 0.27% |
$1.77K - $1.91K
|
4.14K
$771K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 0.6% |
$1.61K - $1.73K
|
1.68K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
10+ 0.63% |
$1.61K - $1.73K
|
1.61K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 0.72% |
$1.61K - $1.73K
|
1.4K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.56% |
$1.45K - $1.56K
|
1.63K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.72% |
$1.45K - $1.56K
|
1.26K
$235K
|