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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
888+ 1.89% |
$113K - $132K
|
48K
$7.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
830+ 219.0% |
$106K - $123K
|
1.21K
$201K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
820+ 4.02% |
$104K - $122K
|
21.2K
$3.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
765+ 12.45% |
$97.3K - $114K
|
6.91K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
715+ 6.68% |
$91K - $106K
|
11.4K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
700+ 41.18% |
$89.1K - $104K
|
2.4K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
663+ 10.96% |
$84.4K - $98.5K
|
6.71K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
657New |
$83.6K - $97.6K
|
657
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
641+ 124.47% |
$81.6K - $95.2K
|
1.16K
$192K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
626+ 7.94% |
$79.6K - $93K
|
8.51K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
620+ 25.05% |
$78.9K - $92.1K
|
3.1K
$514K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
612+ 15.48% |
$77.9K - $90.9K
|
4.57K
$758K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
559+ 2.73% |
$71.1K - $83K
|
21K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
540+ 1.98% |
$68.7K - $80.2K
|
27.8K
$4.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
535+ 78.56% |
$68.1K - $79.5K
|
1.22K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
524+ 7.91% |
$66.7K - $77.8K
|
7.15K
$1.19M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
519+ 10.71% |
$66K - $77.1K
|
5.37K
$890K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
517+ 28.91% |
$65.8K - $76.8K
|
2.31K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
514+ 5.36% |
$65.4K - $76.3K
|
10.1K
$1.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
502+ 16.3% |
$63.9K - $74.6K
|
3.58K
$594K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
468+ 5.97% |
$59.5K - $69.5K
|
8.31K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
465New |
$59.2K - $69.1K
|
465
$77.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
440+ 9.27% |
$56K - $65.4K
|
5.19K
$861K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
420New |
$53.4K - $62.4K
|
420
$69.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
405New |
$51.5K - $60.2K
|
405
$67.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
400+ 3.33% |
$50.9K - $59.4K
|
12.4K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
373+ 1.99% |
$47.5K - $55.4K
|
19.1K
$3.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
360+ 5.92% |
$45.8K - $53.5K
|
6.45K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
358+ 4.71% |
$45.5K - $53.2K
|
7.96K
$1.32M
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
353+ 10.81% |
$44.9K - $52.4K
|
3.62K
$600K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
350+ 53.19% |
$44.5K - $52K
|
1.01K
$167K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
345+ 250.0% |
$43.9K - $51.2K
|
483
$80.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
345+ 58.18% |
$43.9K - $51.2K
|
938
$156K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
330+ 19.78% |
$42K - $49K
|
2K
$332K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
310New |
$39.4K - $46K
|
310
$51.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
300+ 5.64% |
$38.2K - $44.6K
|
5.62K
$932K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
295+ 7.29% |
$37.5K - $43.8K
|
4.34K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
277+ 14.33% |
$35.2K - $41.1K
|
2.21K
$367K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
248+ 8.94% |
$31.6K - $36.8K
|
3.02K
$501K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
237+ 11.21% |
$30.2K - $35.2K
|
2.35K
$390K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
209+ 2.96% |
$26.6K - $31K
|
7.27K
$1.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
206+ 5.96% |
$26.2K - $30.6K
|
3.66K
$608K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
204+ 255.0% |
$26K - $30.3K
|
284
$47.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
200+ 2.23% |
$25.4K - $29.7K
|
9.17K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
190New |
$24.2K - $28.2K
|
190
$31.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
187+ 4.31% |
$23.8K - $27.8K
|
4.52K
$751K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
180+ 12.12% |
$22.9K - $26.7K
|
1.67K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
168+ 0.3% |
$21.4K - $25K
|
56.3K
$9.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
153+ 2.45% |
$19.5K - $22.7K
|
6.39K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
148+ 15.34% |
$18.8K - $22K
|
1.11K
$185K
|