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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
195+ 3.7% |
$27.7K - $33K
|
5.47K
$908K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
195+ 2.06% |
$27.7K - $33K
|
9.68K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
179+ 2.33% |
$25.5K - $30.3K
|
7.86K
$1.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
165+ 3.57% |
$23.5K - $28K
|
4.78K
$794K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
164+ 4.51% |
$23.3K - $27.8K
|
3.8K
$631K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
155+ 88.57% |
$22.1K - $26.3K
|
330
$54.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
147+ 2.36% |
$20.9K - $24.9K
|
6.37K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 2.64% |
$20.5K - $24.4K
|
5.59K
$928K
|
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
131+ 0.6% |
$18.6K - $22.2K
|
22K
$3.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
116+ 644.44% |
$16.5K - $19.7K
|
134
$22.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
114+ 1.41% |
$16.2K - $19.3K
|
8.19K
$1.36M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
110+ 25.82% |
$15.6K - $18.6K
|
536
$89K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
110+ 15.3% |
$15.6K - $18.6K
|
829
$138K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
107New |
$15.2K - $18.1K
|
107
$17.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
$15.1K - $18K
|
106
$17.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
92+ 112.2% |
$13.1K - $15.6K
|
174
$28.9K
|
|
|
Oct 19, 2022
Q3 2022
|
Joule Financial, LLC
|
BUY
|
- |
86+ 2.23% |
$12.2K - $14.6K
|
3.94K
$653K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
84+ 2.94% |
$11.9K - $14.2K
|
2.94K
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
78New |
$11.1K - $13.2K
|
78
$12.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
77+ 2.35% |
$11K - $13K
|
3.36K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
76+ 5.37% |
$10.8K - $12.9K
|
1.49K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
70+ 4.2% |
$9.96K - $11.9K
|
1.74K
$288K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
60New |
$8.54K - $10.2K
|
60
$9.96K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
55+ 0.5% |
$7.82K - $9.32K
|
11.1K
$1.84M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.13% |
$7.82K - $9.32K
|
4.94K
$820K
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
50New |
$7.11K - $8.47K
|
50
$8.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
50+ 3.12% |
$7.11K - $8.47K
|
1.65K
$274K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46New |
$6.54K - $7.79K
|
46
$7.63K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 6.15% |
$5.69K - $6.78K
|
690
$115K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39New |
$5.55K - $6.61K
|
39
$6.47K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
37+ 0.28% |
$5.26K - $6.27K
|
13.1K
$2.18M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34+ 2.03% |
$4.84K - $5.76K
|
1.71K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
33New |
$4.69K - $5.59K
|
33
$5.48K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
30+ 1.68% |
$4.27K - $5.08K
|
1.82K
$302K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
30+ 1.9% |
$4.27K - $5.08K
|
1.61K
$267K
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
29+ 2.06% |
$4.13K - $4.91K
|
1.44K
$238K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
$2.85K - $3.39K
|
20
$3.32K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20+ 1.01% |
$2.85K - $3.39K
|
2K
$332K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15New |
$2.13K - $2.54K
|
15
$2.49K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
15+ 0.69% |
$2.13K - $2.54K
|
2.18K
$362K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12+ 0.87% |
$1.71K - $2.03K
|
1.39K
$231K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.31% |
$854 - $1.02K
|
1.93K
$321K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
5+ 3.01% |
$711 - $847
|
171
$28.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.15% |
$711 - $847
|
3.26K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.91% |
$711 - $847
|
555
$92.1K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$569 - $678
|
3.62K
$601K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.21% |
$285 - $339
|
167
$27.7K
|
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$142 - $169
|
17.6K
$2.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-1- 0.1% |
$142 - $169
|
1.01K
$167K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1- 0.04% |
$142 - $169
|
2.85K
$473K
|