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 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-120- 1.9% |
$16.3K - $19K
|
6.18K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-120- 1.95% |
$16.3K - $19K
|
6.05K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 52.63% |
$19K - $22.1K
|
126
$21.6K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-142- 4.61% |
$19.3K - $22.4K
|
2.94K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-144- 5.57% |
$19.6K - $22.7K
|
2.44K
$418K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-148- 3.17% |
$20.1K - $23.4K
|
4.52K
$773K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-149- 40.6% |
$20.3K - $23.5K
|
218
$37.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-150- 11.69% |
$20.4K - $23.7K
|
1.13K
$194K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-162- 4.64% |
$22K - $25.6K
|
3.33K
$569K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-168- 4.95% |
$22.9K - $26.5K
|
3.23K
$553K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-178- 7.14% |
$24.2K - $28.1K
|
2.31K
$396K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-178- 18.29% |
$24.2K - $28.1K
|
795
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-179- 49.04% |
$24.4K - $28.3K
|
186
$31.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-181- 4.55% |
$24.6K - $28.6K
|
3.8K
$650K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-188- 2.74% |
$25.6K - $29.7K
|
6.67K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-193- 7.88% |
$26.3K - $30.5K
|
2.26K
$386K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-195- 33.39% |
$26.5K - $30.8K
|
389
$66.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-199- 1.51% |
$27.1K - $31.4K
|
13K
$2.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-203- 8.99% |
$27.6K - $32.1K
|
2.05K
$351K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-219- 24.31% |
$29.8K - $34.6K
|
682
$117K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-228- 1.22% |
$31K - $36K
|
18.5K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-236- 4.9% |
$32.1K - $37.3K
|
4.58K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-247- 4.54% |
$33.6K - $39K
|
5.2K
$889K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-254- 4.69% |
$34.6K - $40.1K
|
5.16K
$883K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-267- 5.93% |
$36.3K - $42.2K
|
4.24K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-274- 1.6% |
$37.3K - $43.3K
|
16.9K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-293- 57.45% |
$39.9K - $46.3K
|
217
$37.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-299- 1.75% |
$40.7K - $47.2K
|
16.8K
$2.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-309- 4.91% |
$42K - $48.8K
|
5.98K
$1.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-320- 4.28% |
$43.5K - $50.5K
|
7.16K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-332- 15.31% |
$45.2K - $52.4K
|
1.84K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-333- 20.18% |
$45.3K - $52.6K
|
1.32K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-348- 2.93% |
$47.3K - $55K
|
11.5K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-350- 14.54% |
$47.6K - $55.3K
|
2.06K
$352K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-373- 5.21% |
$50.7K - $58.9K
|
6.79K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-385- 2.85% |
$52.4K - $60.8K
|
13.1K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-392- 8.69% |
$53.3K - $61.9K
|
4.12K
$705K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-400- 2.04% |
$54.4K - $63.2K
|
19.2K
$3.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-403- 7.65% |
$54.8K - $63.6K
|
4.87K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-428- 7.65% |
$58.2K - $67.6K
|
5.17K
$885K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-440- 3.67% |
$59.9K - $69.5K
|
11.6K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-443- 19.92% |
$60.3K - $70K
|
1.78K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-457- 4.77% |
$62.2K - $72.2K
|
9.12K
$1.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-464- 1.34% |
$63.1K - $73.3K
|
34.1K
$5.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-473- 16.44% |
$64.3K - $74.7K
|
2.4K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-480- 5.56% |
$65.3K - $75.8K
|
8.16K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-500- 22.72% |
$68K - $79K
|
1.7K
$291K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-530- 5.41% |
$72.1K - $83.7K
|
9.26K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-554- 5.28% |
$75.4K - $87.5K
|
9.94K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-583- 11.36% |
$79.3K - $92.1K
|
4.55K
$778K
|