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 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-5.93K- 51.15% |
$754K - $880K
|
5.66K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.99K- 27.85% |
$762K - $890K
|
15.5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-6.07K- 43.18% |
$773K - $902K
|
7.99K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.8K- 35.27% |
$865K - $1.01M
|
12.5K
$2.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-7.65K- 74.05% |
$973K - $1.14M
|
2.68K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-8.03K- 26.65% |
$1.02M - $1.19M
|
22.1K
$3.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-8.58K- 30.49% |
$1.09M - $1.27M
|
19.6K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.1K- 49.67% |
$1.41M - $1.65M
|
11.3K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11.3K- 72.37% |
$1.44M - $1.69M
|
4.33K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.5K- 6.79% |
$1.46M - $1.7M
|
158K
$26.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.3K- 63.54% |
$1.56M - $1.82M
|
7.05K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.6K- 36.43% |
$1.6M - $1.87M
|
22K
$3.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.5K- 41.92% |
$2.61M - $3.05M
|
28.4K
$4.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-22.7K- 8.24% |
$2.89M - $3.38M
|
253K
$42M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-33.6K- 38.54% |
$4.28M - $4.99M
|
53.6K
$8.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-35.6K- 46.23% |
$4.53M - $5.29M
|
41.4K
$6.87M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-47.8K- 32.12% |
$6.08M - $7.1M
|
101K
$16.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.4K- 7.93% |
$8.83M - $10.3M
|
806K
$134M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-97.3K- 97.22% |
$12.4M - $14.4M
|
2.78K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-197K- 97.89% |
$25M - $29.2M
|
4.23K
$702K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-206K- 74.91% |
$26.2M - $30.6M
|
68.9K
$11.4M
|