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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.45% |
$136 - $158
|
225
$38.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3- 0.04% |
$408 - $474
|
6.71K
$1.15M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3- 0.21% |
$408 - $474
|
1.45K
$247K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-6- 7.06% |
$816 - $948
|
79
$13.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-6- 2.24% |
$816 - $948
|
262
$44.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-7- 0.24% |
$952 - $1.11K
|
2.88K
$492K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8- 0.03% |
$1.09K - $1.26K
|
30.3K
$5.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-10- 0.69% |
$1.36K - $1.58K
|
1.43K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.71% |
$1.5K - $1.74K
|
1.55K
$264K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-13- 2.09% |
$1.77K - $2.05K
|
608
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-15- 0.9% |
$2.04K - $2.37K
|
1.65K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-16- 3.37% |
$2.18K - $2.53K
|
459
$78.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-16- 13.01% |
$2.18K - $2.53K
|
107
$18.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19- 0.59% |
$2.58K - $3K
|
3.2K
$548K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 28.57% |
$2.72K - $3.16K
|
50
$8.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-22- 1.0% |
$2.99K - $3.47K
|
2.17K
$371K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23- 1.64% |
$3.13K - $3.63K
|
1.38K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-24- 0.62% |
$3.26K - $3.79K
|
3.87K
$663K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-24- 0.88% |
$3.26K - $3.79K
|
2.69K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 20.71% |
$3.95K - $4.58K
|
111
$19K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35- 0.26% |
$4.76K - $5.53K
|
13.2K
$2.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-39- 2.12% |
$5.31K - $6.16K
|
1.8K
$308K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 1.54% |
$5.44K - $6.32K
|
2.56K
$438K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-41- 2.18% |
$5.58K - $6.48K
|
1.84K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-41- 1.24% |
$5.58K - $6.48K
|
3.25K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-43- 0.55% |
$5.85K - $6.79K
|
7.84K
$1.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48- 0.05% |
$6.53K - $7.58K
|
104K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-51- 3.0% |
$6.94K - $8.05K
|
1.65K
$282K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-52- 58.43% |
$7.07K - $8.21K
|
37
$6.33K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-60- 7.03% |
$8.16K - $9.48K
|
793
$136K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-60- 3.6% |
$8.16K - $9.48K
|
1.61K
$275K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 34.21% |
$8.84K - $10.3K
|
125
$21.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 20.63% |
$8.84K - $10.3K
|
250
$42.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-69- 3.88% |
$9.39K - $10.9K
|
1.71K
$292K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-72- 0.59% |
$9.79K - $11.4K
|
12.2K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-75- 4.55% |
$10.2K - $11.8K
|
1.57K
$269K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-78- 0.94% |
$10.6K - $12.3K
|
8.23K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 29.59% |
$10.7K - $12.5K
|
188
$32.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-81- 1.49% |
$11K - $12.8K
|
5.36K
$917K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-85- 1.56% |
$11.6K - $13.4K
|
5.38K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-86- 3.12% |
$11.7K - $13.6K
|
2.67K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-88- 0.94% |
$12K - $13.9K
|
9.24K
$1.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-89- 2.12% |
$12.1K - $14.1K
|
4.11K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-89- 2.16% |
$12.1K - $14.1K
|
4.03K
$689K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 1.15% |
$12.8K - $14.8K
|
8.09K
$1.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-98- 1.74% |
$13.3K - $15.5K
|
5.55K
$949K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 6.66% |
$13.6K - $15.8K
|
1.4K
$240K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 12.12% |
$13.6K - $15.8K
|
725
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-101- 1.13% |
$13.7K - $16K
|
8.81K
$1.51M
|