Purchases and Sales Made in Q2 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.7K+ 23.67% |
$378K - $411K
|
14.1K
$2.44M
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
2.66K+ 8.82% |
$373K - $405K
|
32.8K
$5.69M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.63KNew |
$369K - $400K
|
2.63K
$456K
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.5K+ 4.25% |
$350K - $380K
|
61.2K
$10.6M
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$331K - $359K
|
2.36K
$409K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.22KNew |
$311K - $338K
|
2.22K
$385K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.2KNew |
$308K - $335K
|
2.2K
$382K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.09KNew |
$292K - $317K
|
2.09K
$362K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
2.05K+ 3.79% |
$287K - $312K
|
56.1K
$9.72M
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
1.97KNew |
$275K - $299K
|
1.97K
$341K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.94K+ 109.44% |
$271K - $294K
|
3.71K
$642K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.85K+ 122.33% |
$259K - $281K
|
3.36K
$581K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.85K+ 3.38% |
$258K - $281K
|
56.4K
$9.77M
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.79KNew |
$250K - $272K
|
1.79K
$310K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.79K+ 47.59% |
$250K - $272K
|
5.54K
$960K
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$238K - $258K
|
1.7K
$295K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.69K+ 106.65% |
$236K - $256K
|
3.27K
$566K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.54K+ 94.54% |
$216K - $234K
|
3.17K
$550K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 22.27% |
$194K - $210K
|
7.6K
$1.32M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.36K+ 28.94% |
$190K - $207K
|
6.06K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.35K+ 0.49% |
$190K - $206K
|
276K
$47.8M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.32K+ 7.37% |
$185K - $201K
|
19.3K
$3.34M
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 30.09% |
$172K - $187K
|
5.32K
$922K
|
|
Aug 07, 2023
Q2 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.15K+ 13.59% |
$161K - $175K
|
9.59K
$1.66M
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.03K+ 3.92% |
$144K - $156K
|
27.2K
$4.72M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.01K+ 14.62% |
$141K - $153K
|
7.88K
$1.37M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
970+ 7.64% |
$136K - $147K
|
13.7K
$2.37M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
942+ 0.66% |
$132K - $143K
|
143K
$24.8M
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
822+ 11.71% |
$115K - $125K
|
7.84K
$1.36M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
787+ 11.29% |
$110K - $120K
|
7.76K
$1.34M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
768+ 14.31% |
$108K - $117K
|
6.13K
$1.06M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
730New |
$102K - $111K
|
730
$126K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
695New |
$97.3K - $106K
|
695
$120K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
648New |
$90.8K - $98.5K
|
648
$112K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
635+ 15.44% |
$88.9K - $96.6K
|
4.75K
$823K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
635+ 5.16% |
$88.9K - $96.6K
|
12.9K
$2.24M
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
612+ 16.17% |
$85.7K - $93.1K
|
4.4K
$762K
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
609+ 1.65% |
$85.3K - $92.6K
|
37.6K
$6.52M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
531+ 20.49% |
$74.4K - $80.7K
|
3.12K
$541K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
522+ 25.6% |
$73.1K - $79.4K
|
2.56K
$444K
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
517+ 32.21% |
$72.4K - $78.6K
|
2.12K
$368K
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
467+ 8.22% |
$65.4K - $71K
|
6.15K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
460+ 6.11% |
$64.4K - $69.9K
|
7.99K
$1.39M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
460New |
$64.4K - $69.9K
|
460
$79.7K
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
446+ 1.5% |
$62.5K - $67.8K
|
30.1K
$5.22M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
446+ 1.36% |
$62.5K - $67.8K
|
33.3K
$5.76M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
427+ 2.38% |
$59.8K - $64.9K
|
18.3K
$3.18M
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
395+ 1.97% |
$55.3K - $60.1K
|
20.5K
$3.54M
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
365+ 18.85% |
$51.1K - $55.5K
|
2.3K
$399K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
363+ 8.45% |
$50.8K - $55.2K
|
4.66K
$807K
|