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 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.54% |
$1.29K - $1.39K
|
1.49K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.69% |
$1.29K - $1.39K
|
1.17K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 0.73% |
$1.13K - $1.21K
|
968
$180K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
6New |
$967 - $1.04K
|
6
$1.12K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5+ 0.21% |
$806 - $867
|
2.42K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
5+ 0.38% |
$806 - $867
|
1.32K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.8% |
$484 - $520
|
379
$70.6K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
3+ 75.0% |
$484 - $520
|
7
$1.3K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.06% |
$484 - $520
|
4.8K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.75% |
$484 - $520
|
402
$74.9K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.89% |
$484 - $520
|
341
$63.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.25% |
$484 - $520
|
1.22K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.05% |
$322 - $347
|
3.77K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 0.87% |
$322 - $347
|
231
$43K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2+ 0.78% |
$322 - $347
|
259
$48.2K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.68% |
$322 - $347
|
295
$55K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2New |
$322 - $347
|
2
$373
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$322 - $347
|
1.88K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.15% |
$322 - $347
|
1.38K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 5.0% |
$161 - $173
|
21
$3.91K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1+ 0.36% |
$161 - $173
|
278
$51.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.27% |
$161 - $173
|
80
$14.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.19% |
$161 - $173
|
527
$98.2K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
1+ 3.33% |
$161 - $173
|
31
$5.77K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1+ 0.06% |
$161 - $173
|
1.74K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.71% |
$161 - $173
|
142
$26.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $173
|
2.67K
$498K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.03% |
$161 - $173
|
3.13K
$583K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$161 - $173
|
9.93K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.77% |
$161 - $173
|
131
$24.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$161 - $173
|
7.03K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.07% |
$645 - $693
|
5.78K
$1.08M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5- 0.33% |
$806 - $867
|
1.49K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-5- 3.07% |
$806 - $867
|
158
$29.4K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 6.54% |
$1.13K - $1.21K
|
100
$18.6K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8- 0.5% |
$1.29K - $1.39K
|
1.58K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9- 0.54% |
$1.45K - $1.56K
|
1.65K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9- 5.56% |
$1.45K - $1.56K
|
153
$28.5K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-10- 0.76% |
$1.61K - $1.73K
|
1.31K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-10- 16.67% |
$1.61K - $1.73K
|
50
$9.31K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 0.86% |
$1.61K - $1.73K
|
1.16K
$216K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-10- 0.12% |
$1.61K - $1.73K
|
8.36K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-10- 0.66% |
$1.61K - $1.73K
|
1.5K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-10- 0.81% |
$1.61K - $1.73K
|
1.22K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-12- 0.74% |
$1.93K - $2.08K
|
1.61K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-14- 0.18% |
$2.26K - $2.43K
|
7.69K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
SELL
|
- |
-18- 0.35% |
$2.9K - $3.12K
|
5.06K
$942K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-18- 0.12% |
$2.9K - $3.12K
|
15.3K
$2.85M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-21- 1.84% |
$3.39K - $3.64K
|
1.12K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-26- 0.98% |
$4.19K - $4.51K
|
2.62K
$488K
|