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 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-90- 39.47% |
$12.6K - $13.7K
|
138
$23.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-98- 3.43% |
$13.7K - $14.9K
|
2.76K
$477K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-101- 2.01% |
$14.1K - $15.4K
|
4.93K
$854K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-102- 11.49% |
$14.3K - $15.5K
|
786
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-109- 3.31% |
$15.3K - $16.6K
|
3.19K
$552K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-115- 0.83% |
$16.1K - $17.5K
|
13.7K
$2.38M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-123- 2.55% |
$17.2K - $18.7K
|
4.71K
$816K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-125- 13.84% |
$17.5K - $19K
|
778
$135K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 6.53% |
$19.7K - $21.4K
|
2.02K
$350K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-149- 8.17% |
$20.9K - $22.7K
|
1.68K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 1.66% |
$21K - $22.8K
|
8.9K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-153- 7.73% |
$21.4K - $23.3K
|
1.83K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-155- 2.35% |
$21.7K - $23.6K
|
6.43K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-160- 78.82% |
$22.4K - $24.3K
|
43
$7.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-166- 6.36% |
$23.3K - $25.2K
|
2.44K
$423K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-176- 5.79% |
$24.7K - $26.8K
|
2.87K
$497K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-187- 10.24% |
$26.2K - $28.4K
|
1.64K
$284K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-188- 10.14% |
$26.3K - $28.6K
|
1.67K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-192- 3.83% |
$26.9K - $29.2K
|
4.82K
$836K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-197- 55.49% |
$27.6K - $30K
|
158
$27.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-200- 6.12% |
$28K - $30.4K
|
3.07K
$532K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-206- 1.96% |
$28.9K - $31.3K
|
10.3K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-221- 8.17% |
$31K - $33.6K
|
2.48K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-233- 2.87% |
$32.6K - $35.4K
|
7.9K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-240- 7.92% |
$33.6K - $36.5K
|
2.79K
$484K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240- 5.32% |
$33.6K - $36.5K
|
4.27K
$740K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-250- 75.76% |
$35K - $38K
|
80
$13.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-251- 12.55% |
$35.2K - $38.2K
|
1.75K
$303K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-252- 5.49% |
$35.3K - $38.3K
|
4.34K
$751K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-260- 71.04% |
$36.4K - $39.5K
|
106
$18.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-263- 1.48% |
$36.8K - $40K
|
17.5K
$3.03M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-269- 1.3% |
$37.7K - $40.9K
|
20.5K
$3.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-272- 10.32% |
$38.1K - $41.4K
|
2.36K
$410K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-300- 15.21% |
$42K - $45.6K
|
1.67K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-303- 10.89% |
$42.4K - $46.1K
|
2.48K
$430K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-307- 3.52% |
$43K - $46.7K
|
8.4K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-310- 8.9% |
$43.4K - $47.1K
|
3.17K
$550K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-312- 4.3% |
$43.7K - $47.4K
|
6.94K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-314- 23.73% |
$44K - $47.7K
|
1.01K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-316- 4.85% |
$44.3K - $48K
|
6.19K
$1.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-319- 2.14% |
$44.7K - $48.5K
|
14.6K
$2.53M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-335- 10.87% |
$46.9K - $50.9K
|
2.75K
$476K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-343- 3.06% |
$48K - $52.2K
|
10.9K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-345- 4.99% |
$48.3K - $52.5K
|
6.57K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-350- 6.53% |
$49K - $53.2K
|
5.01K
$868K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-363- 18.46% |
$50.8K - $55.2K
|
1.6K
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-372- 2.81% |
$52.1K - $56.6K
|
12.9K
$2.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-390- 11.86% |
$54.6K - $59.3K
|
2.9K
$502K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.67% |
$56K - $60.8K
|
59.7K
$10.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-471- 3.91% |
$66K - $71.6K
|
11.6K
$2.01M
|