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 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2- 0.85% |
$285 - $339
|
234
$38.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 38.46% |
$711 - $847
|
8
$1.33K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-5- 0.63% |
$711 - $847
|
790
$131K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 0.12% |
$996 - $1.19K
|
5.98K
$992K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-8- 0.36% |
$1.14K - $1.36K
|
2.2K
$365K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-11- 0.23% |
$1.56K - $1.86K
|
4.74K
$787K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12- 0.35% |
$1.71K - $2.03K
|
3.42K
$567K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-16- 0.25% |
$2.28K - $2.71K
|
6.36K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19- 0.1% |
$2.7K - $3.22K
|
18.8K
$3.12M
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-20- 0.76% |
$2.85K - $3.39K
|
2.62K
$435K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 6.58% |
$2.85K - $3.39K
|
284
$47.1K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21Closed |
$2.99K - $3.56K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-25- 0.7% |
$3.56K - $4.24K
|
3.56K
$590K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
SELL
|
- |
-25- 3.18% |
$3.56K - $4.24K
|
761
$126K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-25- 1.13% |
$3.56K - $4.24K
|
2.2K
$365K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-25- 0.93% |
$3.56K - $4.24K
|
2.67K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-28- 0.2% |
$3.98K - $4.74K
|
14K
$2.33M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-30- 0.41% |
$4.27K - $5.08K
|
7.25K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-37- 0.8% |
$5.26K - $6.27K
|
4.6K
$763K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-47- 0.36% |
$6.69K - $7.96K
|
13K
$2.15M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-47- 2.02% |
$6.69K - $7.96K
|
2.28K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 28.09% |
$7.11K - $8.47K
|
128
$21.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50- 2.1% |
$7.11K - $8.47K
|
2.33K
$386K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-52- 13.61% |
$7.4K - $8.81K
|
330
$54.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-54- 2.72% |
$7.68K - $9.15K
|
1.93K
$321K
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
SELL
|
- |
-55- 0.46% |
$7.82K - $9.32K
|
12K
$1.99M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-55- 2.71% |
$7.82K - $9.32K
|
1.97K
$328K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-59- 1.47% |
$8.39K - $10K
|
3.96K
$658K
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-61- 18.94% |
$8.68K - $10.3K
|
261
$43.3K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 1.6% |
$9.25K - $11K
|
4K
$663K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-70- 3.0% |
$9.96K - $11.9K
|
2.27K
$376K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-71- 1.23% |
$10.1K - $12K
|
5.69K
$945K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 0.67% |
$10.7K - $12.7K
|
11.1K
$1.84M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-79- 7.32% |
$11.2K - $13.4K
|
1K
$166K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-83- 0.9% |
$11.8K - $14.1K
|
9.11K
$1.51M
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-84- 2.09% |
$11.9K - $14.2K
|
3.94K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-90- 2.0% |
$12.8K - $15.2K
|
4.41K
$731K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-100- 3.13% |
$14.2K - $16.9K
|
3.1K
$514K
|
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-104- 6.42% |
$14.8K - $17.6K
|
1.52K
$252K
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-108- 0.95% |
$15.4K - $18.3K
|
11.3K
$1.88M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-115- 0.71% |
$16.4K - $19.5K
|
16.1K
$2.67M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-124- 0.4% |
$17.6K - $21K
|
31K
$5.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 0.21% |
$17.8K - $21.2K
|
60.4K
$10M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-128- 2.37% |
$18.2K - $21.7K
|
5.28K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-130- 2.36% |
$18.5K - $22K
|
5.38K
$893K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-132- 1.4% |
$18.8K - $22.4K
|
9.29K
$1.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-141- 7.23% |
$20.1K - $23.9K
|
1.81K
$300K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-172- 5.75% |
$24.5K - $29.1K
|
2.82K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-175- 8.33% |
$24.9K - $29.6K
|
1.93K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-178- 10.14% |
$25.3K - $30.2K
|
1.58K
$262K
|