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 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
851+ 39.97% |
$116K - $134K
|
2.98K
$495K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
847+ 1.37% |
$115K - $134K
|
62.5K
$10.4M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
830+ 4.53% |
$113K - $131K
|
19.2K
$3.18M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
825+ 20.33% |
$112K - $130K
|
4.88K
$810K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
781+ 41.9% |
$106K - $123K
|
2.65K
$439K
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
775+ 7.52% |
$105K - $122K
|
11.1K
$1.84M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
756+ 147.95% |
$103K - $119K
|
1.27K
$210K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
712+ 6.04% |
$96.9K - $112K
|
12.5K
$2.08M
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
648+ 16.17% |
$88.2K - $102K
|
4.66K
$773K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635New |
$86.4K - $100K
|
635
$105K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
600+ 11.82% |
$81.6K - $94.8K
|
5.68K
$942K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
576+ 11.75% |
$78.4K - $91K
|
5.48K
$909K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
544New |
$74K - $85.9K
|
544
$90.3K
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
543+ 6.71% |
$73.9K - $85.8K
|
8.64K
$1.43M
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
525+ 9.29% |
$71.4K - $82.9K
|
6.17K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
518+ 0.6% |
$70.5K - $81.8K
|
87.1K
$14.5M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500+ 877.19% |
$68K - $79K
|
557
$92.4K
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
491+ 1.29% |
$66.8K - $77.5K
|
38.5K
$6.38M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
489+ 23.16% |
$66.5K - $77.2K
|
2.6K
$432K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
480+ 4.42% |
$65.3K - $75.8K
|
11.3K
$1.88M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
475New |
$64.6K - $75K
|
475
$78.8K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
460+ 12.76% |
$62.6K - $72.7K
|
4.07K
$675K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
451+ 3.28% |
$61.4K - $71.2K
|
14.2K
$2.36M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
442+ 31.06% |
$60.1K - $69.8K
|
1.87K
$310K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
435+ 0.12% |
$59.2K - $68.7K
|
367K
$60.9M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
392+ 16.33% |
$53.3K - $61.9K
|
2.79K
$464K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
382+ 7.26% |
$52K - $60.3K
|
5.65K
$937K
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
379+ 10.15% |
$51.6K - $59.9K
|
4.11K
$683K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
367+ 1.05% |
$49.9K - $58K
|
35.4K
$5.87M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
363New |
$49.4K - $57.3K
|
363
$60.2K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
338+ 10.16% |
$46K - $53.4K
|
3.66K
$608K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
325+ 5.0% |
$44.2K - $51.3K
|
6.82K
$1.13M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
308New |
$41.9K - $48.6K
|
308
$51.1K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
300+ 16.09% |
$40.8K - $47.4K
|
2.17K
$359K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
291+ 12.67% |
$39.6K - $46K
|
2.59K
$429K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
281+ 10.12% |
$38.2K - $44.4K
|
3.06K
$508K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
275New |
$37.4K - $43.4K
|
275
$45.6K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
271+ 28.77% |
$36.9K - $42.8K
|
1.21K
$201K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
265+ 17.32% |
$36.1K - $41.9K
|
1.8K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
262New |
$35.6K - $41.4K
|
262
$43.5K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
255+ 9.64% |
$34.7K - $40.3K
|
2.9K
$481K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$34K - $39.5K
|
250
$41.5K
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
241+ 12.79% |
$32.8K - $38.1K
|
2.13K
$353K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
240New |
$32.6K - $37.9K
|
240
$39.8K
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
226+ 1.64% |
$30.7K - $35.7K
|
14K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
223+ 6.18% |
$30.3K - $35.2K
|
3.83K
$636K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 16.72% |
$29.8K - $34.6K
|
1.53K
$254K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
200+ 14.04% |
$27.2K - $31.6K
|
1.63K
$270K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 19.7% |
$27.2K - $31.6K
|
1.22K
$202K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194New |
$26.4K - $30.6K
|
194
$32.2K
|