Purchases and Sales Made in Q2 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2024. 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 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
545K+ 106.24% |
$74.2M - $86.1M
|
1.06M
$181M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
114KNew |
$15.5M - $18M
|
114K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
83.5K+ 28.49% |
$11.4M - $13.2M
|
377K
$64.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
68.6KNew |
$9.33M - $10.8M
|
68.6K
$11.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39.4K+ 253.71% |
$5.36M - $6.23M
|
55K
$9.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
35.8K+ 32.92% |
$4.87M - $5.65M
|
144K
$24.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.3K+ 6.41% |
$4.8M - $5.58M
|
586K
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 2.43% |
$3.17M - $3.69M
|
982K
$168M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 2.43% |
$3.17M - $3.69M
|
982K
$168M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.2K+ 1149.02% |
$3.02M - $3.51M
|
24.2K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
20.5K+ 38.88% |
$2.79M - $3.24M
|
73.3K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
16.2K+ 41.7% |
$2.21M - $2.57M
|
55.2K
$9.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
15.5K+ 92.96% |
$2.11M - $2.45M
|
32.3K
$5.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.6K+ 22.37% |
$1.99M - $2.3M
|
79.8K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14.5KNew |
$1.97M - $2.29M
|
14.5K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6K+ 226.22% |
$1.85M - $2.15M
|
19.6K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
13.4K+ 101.75% |
$1.82M - $2.11M
|
26.5K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$1.72M - $2M
|
12.6K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.3K+ 95.93% |
$1.67M - $1.94M
|
25K
$4.29M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11.6KNew |
$1.57M - $1.82M
|
11.6K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2KNew |
$1.53M - $1.78M
|
11.2K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
9.15KNew |
$1.24M - $1.45M
|
9.15K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.3K+ 352.46% |
$1.13M - $1.31M
|
10.7K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.26K+ 47.9% |
$1.12M - $1.31M
|
25.5K
$4.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.79K+ 1.27% |
$1.06M - $1.23M
|
621K
$106M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5.18K+ 42.09% |
$705K - $819K
|
17.5K
$2.99M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
5.05KNew |
$687K - $798K
|
5.05K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5K+ 87.84% |
$680K - $790K
|
10.7K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.95K+ 40.92% |
$673K - $782K
|
17K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.79KNew |
$651K - $756K
|
4.79K
$819K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.49K+ 110.85% |
$610K - $709K
|
8.53K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.38KNew |
$595K - $691K
|
4.38K
$749K
|
|
|
Aug 01, 2024
Q2 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
4.28KNew |
$582K - $676K
|
4.28K
$732K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4.23KNew |
$576K - $668K
|
4.23K
$724K
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.18K+ 12.83% |
$569K - $661K
|
36.8K
$6.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.02K+ 3.17% |
$547K - $635K
|
131K
$22.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.01KNew |
$546K - $633K
|
4.01K
$686K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.95KNew |
$537K - $624K
|
3.95K
$676K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
3.94KNew |
$536K - $623K
|
3.94K
$675K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
3.88K+ 19.8% |
$528K - $612K
|
23.5K
$4.01M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.76KNew |
$511K - $594K
|
3.76K
$643K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.52K+ 2.26% |
$478K - $555K
|
159K
$27.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$459K - $533K
|
3.38K
$578K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.14KNew |
$426K - $495K
|
3.14K
$536K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.02K+ 19.54% |
$411K - $477K
|
18.5K
$3.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.89KNew |
$393K - $457K
|
2.89K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.76KNew |
$376K - $436K
|
2.76K
$473K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.75K+ 44.04% |
$374K - $434K
|
9K
$1.54M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.74K+ 98.28% |
$372K - $432K
|
5.52K
$944K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.64KNew |
$359K - $416K
|
2.64K
$451K
|