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 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.64KNew |
$359K - $416K
|
2.64K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.43K+ 28.1% |
$330K - $383K
|
11.1K
$1.84M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.43K+ 28.1% |
$330K - $383K
|
11.1K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.39K+ 48.46% |
$325K - $377K
|
7.32K
$1.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.39K+ 11.22% |
$325K - $377K
|
23.7K
$3.93M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 131.91% |
$299K - $347K
|
3.87K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.15K+ 27.05% |
$293K - $340K
|
10.1K
$1.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.1K+ 22.36% |
$286K - $332K
|
11.5K
$1.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.1KNew |
$286K - $332K
|
2.1K
$349K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 4.52% |
$276K - $321K
|
46.9K
$7.79M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.03K+ 75.74% |
$276K - $320K
|
4.71K
$781K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.95K+ 5.57% |
$265K - $307K
|
36.9K
$6.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.92KNew |
$261K - $303K
|
1.92K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.86K+ 1.74% |
$254K - $294K
|
109K
$18.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.84K+ 76.97% |
$250K - $290K
|
4.22K
$700K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8KNew |
$245K - $284K
|
1.8K
$299K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.73KNew |
$236K - $274K
|
1.73K
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.72K+ 109.25% |
$235K - $272K
|
3.3K
$548K
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
1.72KNew |
$234K - $271K
|
1.72K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$231K - $268K
|
1.7K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.65K+ 25.05% |
$224K - $260K
|
8.22K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.58KNew |
$215K - $250K
|
1.58K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.58KNew |
$215K - $250K
|
1.58K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.51KNew |
$205K - $238K
|
1.51K
$250K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 264.71% |
$202K - $235K
|
2.05K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.48KNew |
$201K - $233K
|
1.48K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.47KNew |
$200K - $232K
|
1.47K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.46KNew |
$198K - $230K
|
1.46K
$242K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.44K+ 7.63% |
$195K - $227K
|
20.2K
$3.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.39KNew |
$189K - $220K
|
1.39K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $215K
|
1.36K
$226K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.31K+ 15.18% |
$178K - $207K
|
9.95K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 9.36% |
$172K - $200K
|
14.8K
$2.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.26KNew |
$172K - $199K
|
1.26K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.23K+ 5.71% |
$167K - $193K
|
22.7K
$3.76M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.22K+ 31.15% |
$166K - $193K
|
5.15K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 4.87% |
$157K - $183K
|
24.9K
$4.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.14K+ 4222.22% |
$155K - $180K
|
1.17K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 20.73% |
$154K - $178K
|
6.58K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.13K+ 19.7% |
$153K - $178K
|
6.84K
$1.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.11K+ 3.41% |
$151K - $176K
|
33.7K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 1.86% |
$151K - $175K
|
60.6K
$10.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 26.7% |
$141K - $163K
|
4.9K
$814K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 29.75% |
$138K - $160K
|
4.41K
$732K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.01K+ 2.19% |
$137K - $159K
|
47.1K
$7.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
980New |
$133K - $155K
|
980
$163K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
947+ 61.41% |
$129K - $150K
|
2.49K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
856+ 3.74% |
$116K - $135K
|
23.8K
$3.94M
|