Purchases and Sales Made in Q3 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2023. 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 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.11M+ 5403.58% |
$141M - $164M
|
1.13M
$193M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
488K+ 214.27% |
$62.1M - $72.5M
|
716K
$122M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
207K+ 102.98% |
$26.3M - $30.7M
|
408K
$69.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
157K+ 4507.79% |
$20M - $23.3M
|
160K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
112K+ 65.78% |
$14.3M - $16.7M
|
283K
$48.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
104KNew |
$13.3M - $15.5M
|
104K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
68.6K+ 393.79% |
$8.72M - $10.2M
|
86K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
53.9K+ 155.45% |
$6.86M - $8.01M
|
88.6K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.3K+ 6476.03% |
$6.01M - $7.02M
|
48K
$8.21M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
47.1K+ 1932.49% |
$5.99M - $7M
|
49.6K
$8.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45K+ 37.12% |
$5.72M - $6.68M
|
166K
$28.4M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
44.5K+ 109.95% |
$5.67M - $6.62M
|
85K
$14.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.7K+ 97.41% |
$5.18M - $6.05M
|
82.5K
$14.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
39.5KNew |
$5.03M - $5.87M
|
39.5K
$6.76M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
38.5KNew |
$4.9M - $5.72M
|
38.5K
$6.59M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
35.3K+ 2062.34% |
$4.49M - $5.24M
|
37K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
35.2KNew |
$4.48M - $5.23M
|
35.2K
$6.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
34.6KNew |
$4.41M - $5.14M
|
34.6K
$5.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
29.6KNew |
$3.76M - $4.39M
|
29.6K
$5.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
27.5K+ 8.64% |
$3.5M - $4.08M
|
345K
$59.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
25.4KNew |
$3.23M - $3.77M
|
25.4K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
21.4K+ 39.51% |
$2.72M - $3.18M
|
75.6K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.3K+ 8.88% |
$2.59M - $3.02M
|
249K
$42.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.6KNew |
$2.12M - $2.47M
|
16.6K
$2.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 9.07% |
$1.65M - $1.93M
|
156K
$26.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.7KNew |
$1.61M - $1.88M
|
12.7K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.5K+ 146.32% |
$1.59M - $1.86M
|
21.1K
$3.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
12.1KNew |
$1.54M - $1.79M
|
12.1K
$2.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.3KNew |
$1.44M - $1.68M
|
11.3K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.3KNew |
$1.44M - $1.68M
|
11.3K
$1.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3K+ 117.98% |
$1.43M - $1.67M
|
20.8K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.1KNew |
$1.28M - $1.5M
|
10.1K
$1.73M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.49KNew |
$1.21M - $1.41M
|
9.49K
$1.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.61K+ 387.4% |
$1.1M - $1.28M
|
10.8K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.47K+ 16.91% |
$1.08M - $1.26M
|
58.6K
$10M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
8.19KNew |
$1.04M - $1.22M
|
8.19K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.12K+ 57.56% |
$1.03M - $1.21M
|
22.2K
$3.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.93K+ 190.04% |
$1.01M - $1.18M
|
12.1K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
7.45K+ 154.44% |
$947K - $1.11M
|
12.3K
$2.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
7.38K+ 109.79% |
$939K - $1.1M
|
14.1K
$2.41M
|
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
7.07K+ 9.3% |
$899K - $1.05M
|
83.1K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
7K+ 16.67% |
$891K - $1.04M
|
49K
$8.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.91K+ 70.62% |
$879K - $1.03M
|
16.7K
$2.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.8KNew |
$865K - $1.01M
|
6.8K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
6.76KNew |
$860K - $1M
|
6.76K
$1.16M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
6.14KNew |
$781K - $912K
|
6.14K
$1.05M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.03K+ 39.19% |
$767K - $896K
|
21.4K
$3.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
6.03K+ 39.19% |
$767K - $896K
|
21.4K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.99K+ 49.89% |
$762K - $889K
|
18K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.69K+ 42.5% |
$724K - $846K
|
19.1K
$3.27M
|