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 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-28- 0.61% |
$4.51K - $4.85K
|
4.59K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-30- 23.08% |
$4.84K - $5.2K
|
100
$18.6K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-34- 0.71% |
$5.48K - $5.89K
|
4.77K
$888K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-35- 9.02% |
$5.64K - $6.07K
|
353
$65.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-35- 0.66% |
$5.64K - $6.07K
|
5.23K
$975K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-36- 0.49% |
$5.8K - $6.24K
|
7.28K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-38- 1.0% |
$6.13K - $6.59K
|
3.77K
$703K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-39- 2.75% |
$6.29K - $6.76K
|
1.38K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.92% |
$6.93K - $7.45K
|
4.61K
$859K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-45- 0.34% |
$7.26K - $7.8K
|
13.1K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-47- 2.59% |
$7.58K - $8.15K
|
1.77K
$329K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-47- 2.8% |
$7.58K - $8.15K
|
1.63K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-50- 0.74% |
$8.06K - $8.67K
|
6.75K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-52- 35.37% |
$8.38K - $9.01K
|
95
$17.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-52- 15.9% |
$8.38K - $9.01K
|
275
$51.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-55- 1.82% |
$8.87K - $9.53K
|
2.97K
$553K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-56- 47.06% |
$9.03K - $9.71K
|
63
$11.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-57- 3.31% |
$9.19K - $9.88K
|
1.66K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-57- 10.23% |
$9.19K - $9.88K
|
500
$93.1K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-58- 2.12% |
$9.35K - $10.1K
|
2.68K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-59- 2.85% |
$9.51K - $10.2K
|
2.01K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 4.47% |
$10.3K - $11.1K
|
1.37K
$255K
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-67- 1.43% |
$10.8K - $11.6K
|
4.63K
$863K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-69- 2.06% |
$11.1K - $12K
|
3.27K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-72- 0.94% |
$11.6K - $12.5K
|
7.58K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-74- 5.85% |
$11.9K - $12.8K
|
1.19K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-75- 1.73% |
$12.1K - $13K
|
4.25K
$792K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-76- 3.79% |
$12.3K - $13.2K
|
1.93K
$360K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-78- 0.78% |
$12.6K - $13.5K
|
9.88K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-79- 2.0% |
$12.7K - $13.7K
|
3.88K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 5.74% |
$12.9K - $13.9K
|
1.31K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-82- 6.03% |
$13.2K - $14.2K
|
1.28K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-95- 6.0% |
$15.3K - $16.5K
|
1.49K
$277K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-100- 26.32% |
$16.1K - $17.3K
|
280
$52.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-100- 80.0% |
$16.1K - $17.3K
|
25
$4.66K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-102- 1.25% |
$16.4K - $17.7K
|
8.05K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-104- 3.87% |
$16.8K - $18K
|
2.58K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-114- 0.4% |
$18.4K - $19.8K
|
28.5K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-115- 0.99% |
$18.5K - $19.9K
|
11.5K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-121- 7.55% |
$19.5K - $21K
|
1.48K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-121- 3.27% |
$19.5K - $21K
|
3.58K
$667K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-131- 1.47% |
$21.1K - $22.7K
|
8.79K
$1.64M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-139- 5.28% |
$22.4K - $24.1K
|
2.5K
$465K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-140- 5.66% |
$22.6K - $24.3K
|
2.33K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 7.7% |
$22.6K - $24.3K
|
1.68K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-150- 10.68% |
$24.2K - $26K
|
1.26K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-150- 6.2% |
$24.2K - $26K
|
2.27K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-150- 33.33% |
$24.2K - $26K
|
300
$55.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 9.97% |
$24.8K - $26.7K
|
1.39K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-158- 2.04% |
$25.5K - $27.4K
|
7.61K
$1.42M
|