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 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-200- 10.74% |
$28.5K - $33.9K
|
1.66K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 2.04% |
$28.5K - $33.9K
|
9.6K
$1.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-200- 10.82% |
$28.5K - $33.9K
|
1.65K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-202- 1.15% |
$28.7K - $34.2K
|
17.4K
$2.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-209- 1.27% |
$29.7K - $35.4K
|
16.3K
$2.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-209- 1.0% |
$29.7K - $35.4K
|
20.8K
$3.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-211- 6.93% |
$30K - $35.7K
|
2.83K
$470K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-220- 2.17% |
$31.3K - $37.3K
|
9.9K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-239- 14.06% |
$34K - $40.5K
|
1.46K
$242K
|
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-249- 9.86% |
$35.4K - $42.2K
|
2.28K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-260- 12.01% |
$37K - $44K
|
1.91K
$316K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-273- 6.99% |
$38.8K - $46.2K
|
3.63K
$603K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-281- 1.37% |
$40K - $47.6K
|
20.2K
$3.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-295- 4.01% |
$42K - $50K
|
7.07K
$1.17M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-299- 1.78% |
$42.5K - $50.7K
|
16.5K
$2.74M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-350- 1.94% |
$49.8K - $59.3K
|
17.7K
$2.94M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-363- 4.19% |
$51.6K - $61.5K
|
8.29K
$1.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-385- 9.53% |
$54.8K - $65.2K
|
3.66K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-385- 10.35% |
$54.8K - $65.2K
|
3.33K
$553K
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-399- 3.67% |
$56.8K - $67.6K
|
10.5K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-457- 13.47% |
$65K - $77.4K
|
2.94K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-461- 0.82% |
$65.6K - $78.1K
|
56K
$9.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-466- 36.01% |
$66.3K - $78.9K
|
828
$137K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-468- 2.05% |
$66.6K - $79.3K
|
22.3K
$3.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-480- 13.11% |
$68.3K - $81.3K
|
3.18K
$528K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-512- 22.46% |
$72.8K - $86.7K
|
1.77K
$293K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-542- 22.21% |
$77.1K - $91.8K
|
1.9K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-571- 12.29% |
$81.2K - $96.7K
|
4.07K
$676K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-639- 9.41% |
$90.9K - $108K
|
6.15K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-650- 24.91% |
$92.5K - $110K
|
1.96K
$325K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-660- 24.06% |
$93.9K - $112K
|
2.08K
$346K
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-661- 18.39% |
$94K - $112K
|
2.93K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-674- 4.41% |
$95.9K - $114K
|
14.6K
$2.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-700- 13.62% |
$99.6K - $119K
|
4.44K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-717- 16.57% |
$102K - $121K
|
3.61K
$599K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-756- 15.74% |
$108K - $128K
|
4.05K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-785- 5.78% |
$112K - $133K
|
12.8K
$2.12M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-789- 2.19% |
$112K - $134K
|
35.3K
$5.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-810- 2.3% |
$115K - $137K
|
34.5K
$5.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-886- 26.1% |
$126K - $150K
|
2.51K
$416K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-925- 23.47% |
$132K - $157K
|
3.02K
$501K
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-947- 18.9% |
$135K - $160K
|
4.06K
$675K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-951- 82.7% |
$135K - $161K
|
199
$33K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-951- 29.04% |
$135K - $161K
|
2.32K
$386K
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-982- 8.26% |
$140K - $166K
|
10.9K
$1.81M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.04K- 78.98% |
$148K - $176K
|
276
$45.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.09K- 3.93% |
$155K - $184K
|
26.6K
$4.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.21K- 9.31% |
$172K - $204K
|
11.7K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.34K- 3.77% |
$191K - $228K
|
34.3K
$5.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
SELL
|
- |
-1.37K- 50.85% |
$195K - $232K
|
1.32K
$220K
|