Purchases and Sales Made in Q2 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2025. 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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.3K+ 58.89% |
$2.59M - $2.92M
|
44.1K
$8.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.6K+ 37.09% |
$2.46M - $2.78M
|
57.5K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.59K+ 364.51% |
$885K - $999K
|
7.12K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.28K+ 25.94% |
$836K - $945K
|
25.6K
$4.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.28KNew |
$836K - $944K
|
5.28K
$970K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.44KNew |
$703K - $793K
|
4.44K
$815K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.31K+ 180.9% |
$682K - $771K
|
6.69K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.75K+ 137.46% |
$594K - $671K
|
6.49K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.58K+ 26.32% |
$568K - $641K
|
17.2K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.38K+ 110.85% |
$535K - $605K
|
6.43K
$1.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.27KNew |
$518K - $585K
|
3.27K
$601K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
2.8K+ 10.0% |
$443K - $500K
|
30.8K
$5.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.7K+ 12.29% |
$428K - $483K
|
24.7K
$4.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$356K - $402K
|
2.25K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.21KNew |
$350K - $395K
|
2.21K
$406K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.17K+ 20.52% |
$344K - $389K
|
12.8K
$2.35M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.79K+ 26.92% |
$283K - $320K
|
8.43K
$1.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.74KNew |
$276K - $312K
|
1.74K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.6K+ 8.83% |
$254K - $287K
|
19.8K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.48K+ 80.52% |
$234K - $264K
|
3.31K
$608K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.47KNew |
$233K - $264K
|
1.47K
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.45KNew |
$230K - $260K
|
1.45K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$227K - $256K
|
1.43K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.35K+ 4.35% |
$214K - $242K
|
32.4K
$5.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.3K+ 77.18% |
$206K - $232K
|
2.98K
$548K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.2KNew |
$190K - $214K
|
1.2K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1.16KNew |
$184K - $208K
|
1.16K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.16KNew |
$184K - $207K
|
1.16K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.15KNew |
$181K - $205K
|
1.15K
$210K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.07K+ 2.94% |
$170K - $192K
|
37.5K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
885+ 4.63% |
$140K - $158K
|
20K
$3.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
810+ 1.39% |
$128K - $145K
|
59.1K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
803+ 9.11% |
$127K - $144K
|
9.62K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
783+ 24.14% |
$124K - $140K
|
4.03K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
745+ 15.52% |
$118K - $133K
|
5.55K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
658+ 5.23% |
$104K - $118K
|
13.3K
$2.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
605+ 33.52% |
$95.8K - $108K
|
2.41K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
552+ 1104.0% |
$87.4K - $98.7K
|
602
$111K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 13.44% |
$87.1K - $98.4K
|
4.64K
$853K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
534+ 4.04% |
$84.6K - $95.5K
|
13.8K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
534+ 15.02% |
$84.6K - $95.5K
|
4.09K
$752K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
529+ 17633.33% |
$83.8K - $94.6K
|
532
$97.8K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
BUY
|
- |
497+ 12.31% |
$78.7K - $88.9K
|
4.54K
$833K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
477+ 13.03% |
$75.5K - $85.3K
|
4.14K
$760K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
449+ 8.62% |
$71.1K - $80.3K
|
5.66K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
411+ 3.52% |
$65.1K - $73.5K
|
12.1K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
370+ 3.51% |
$58.6K - $66.2K
|
10.9K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
331+ 12.73% |
$52.4K - $59.2K
|
2.93K
$539K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
319+ 19.17% |
$50.5K - $57K
|
1.98K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
305New |
$48.3K - $54.5K
|
305
$56K
|