Purchases and Sales Made in Q3 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.33K+ 1.01% |
$189K - $225K
|
133K
$22.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.32K+ 48.19% |
$188K - $223K
|
4.06K
$673K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.25K+ 90.35% |
$177K - $211K
|
2.62K
$435K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 78.37% |
$173K - $206K
|
2.76K
$459K
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$171K - $203K
|
1.2K
$199K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.19K+ 3.9% |
$170K - $202K
|
31.8K
$5.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.11K+ 6.56% |
$158K - $188K
|
18K
$2.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.1K+ 10.9% |
$156K - $186K
|
11.2K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.09K+ 14.79% |
$154K - $184K
|
8.43K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.07K+ 10.41% |
$153K - $182K
|
11.4K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
1.06K+ 3.63% |
$151K - $180K
|
30.2K
$5.02M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
890+ 42.28% |
$127K - $151K
|
3K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
890+ 66.12% |
$127K - $151K
|
2.24K
$371K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
877+ 5.76% |
$125K - $149K
|
16.1K
$2.67M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
862New |
$123K - $146K
|
862
$143K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
847+ 17.73% |
$120K - $143K
|
5.63K
$934K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
836+ 17.67% |
$119K - $142K
|
5.57K
$924K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
833+ 13.07% |
$119K - $141K
|
7.21K
$1.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
804+ 13.09% |
$114K - $136K
|
6.95K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
803+ 44.24% |
$114K - $136K
|
2.62K
$435K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
789+ 6.51% |
$112K - $134K
|
12.9K
$2.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
762+ 56.87% |
$108K - $129K
|
2.1K
$349K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
762+ 35.25% |
$108K - $129K
|
2.92K
$485K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
755+ 2.81% |
$107K - $128K
|
27.6K
$4.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
731+ 52.33% |
$104K - $124K
|
2.13K
$353K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
678+ 18.05% |
$96.5K - $115K
|
4.44K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
662+ 1.56% |
$94.2K - $112K
|
43K
$7.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
659+ 5.91% |
$93.7K - $112K
|
11.8K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
635+ 21.34% |
$90.3K - $108K
|
3.61K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
623+ 23.42% |
$88.6K - $106K
|
3.28K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
622+ 4.83% |
$88.5K - $105K
|
13.5K
$2.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
557+ 9.29% |
$79.2K - $94.4K
|
6.55K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
493+ 5.45% |
$70.1K - $83.5K
|
9.54K
$1.58M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
470+ 35.34% |
$66.9K - $79.6K
|
1.8K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
434+ 8.82% |
$61.7K - $73.5K
|
5.36K
$889K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
389+ 44.46% |
$55.3K - $65.9K
|
1.26K
$210K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
364+ 3.39% |
$51.8K - $61.7K
|
11.1K
$1.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
364+ 17.15% |
$51.8K - $61.7K
|
2.49K
$413K
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
355+ 0.7% |
$50.5K - $60.1K
|
51.3K
$8.52M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
345+ 4.74% |
$49.1K - $58.4K
|
7.63K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
337+ 4.64% |
$47.9K - $57.1K
|
7.59K
$1.26M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
300+ 132.16% |
$42.7K - $50.8K
|
527
$87.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
BUY
|
- |
285+ 6.05% |
$40.5K - $48.3K
|
5K
$829K
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
280+ 560.0% |
$39.8K - $47.4K
|
330
$54.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
264+ 13.85% |
$37.6K - $44.7K
|
2.17K
$360K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
247+ 4.53% |
$35.1K - $41.8K
|
5.7K
$947K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
244+ 33.11% |
$34.7K - $41.3K
|
981
$163K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
220+ 100.92% |
$31.3K - $37.3K
|
438
$72.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
216+ 3.88% |
$30.7K - $36.6K
|
5.78K
$959K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
197+ 9.24% |
$28K - $33.4K
|
2.33K
$386K
|