Purchases and Sales Made in Q3 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2024. 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 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-131- 8.28% |
$19.2K - $22.9K
|
1.45K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-131- 7.29% |
$19.2K - $22.9K
|
1.67K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-133- 0.91% |
$19.5K - $23.2K
|
14.4K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 1.01% |
$20.2K - $24.1K
|
13.6K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-146- 1.32% |
$21.4K - $25.5K
|
10.9K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-150- 3.73% |
$22K - $26.2K
|
3.87K
$643K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-160- 3.89% |
$23.5K - $27.9K
|
3.95K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 74.77% |
$23.9K - $28.5K
|
55
$9.13K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-165- 7.66% |
$24.2K - $28.8K
|
1.99K
$330K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-167- 1.83% |
$24.5K - $29.1K
|
8.96K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-170- 4.5% |
$24.9K - $29.7K
|
3.61K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-173- 4.08% |
$25.4K - $30.2K
|
4.06K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-187- 4.55% |
$27.4K - $32.6K
|
3.93K
$652K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-188- 11.57% |
$27.6K - $32.8K
|
1.44K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-190- 8.21% |
$27.9K - $33.2K
|
2.12K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-215- 0.46% |
$31.5K - $37.5K
|
46.7K
$7.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-229- 4.03% |
$33.6K - $40K
|
5.45K
$904K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-251- 13.55% |
$36.8K - $43.8K
|
1.6K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-268- 3.5% |
$39.3K - $46.8K
|
7.39K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-278- 7.19% |
$40.8K - $48.5K
|
3.59K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-303- 3.26% |
$44.4K - $52.9K
|
8.99K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-304- 16.55% |
$44.6K - $53.1K
|
1.53K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-306- 66.67% |
$44.9K - $53.4K
|
153
$25.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-343- 94.49% |
$50.3K - $59.9K
|
20
$3.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-350- 8.68% |
$51.3K - $61.1K
|
3.68K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-365- 13.07% |
$53.5K - $63.7K
|
2.43K
$403K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-373- 23.8% |
$54.7K - $65.1K
|
1.19K
$198K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-375- 9.51% |
$55K - $65.5K
|
3.57K
$592K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-377- 69.3% |
$55.3K - $65.8K
|
167
$27.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-387- 4.53% |
$56.7K - $67.5K
|
8.16K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 24.14% |
$58.5K - $69.6K
|
1.25K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-406- 2.41% |
$59.5K - $70.9K
|
16.5K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-421- 12.75% |
$61.7K - $73.5K
|
2.88K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-435- 6.47% |
$63.8K - $75.9K
|
6.29K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-440- 14.39% |
$64.5K - $76.8K
|
2.62K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-445- 46.94% |
$65.3K - $77.7K
|
503
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-452- 3.44% |
$66.3K - $78.9K
|
12.7K
$2.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-465- 18.13% |
$68.2K - $81.2K
|
2.1K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-471- 6.94% |
$69.1K - $82.2K
|
6.32K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-472- 4.67% |
$69.2K - $82.4K
|
9.64K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-475- 11.48% |
$69.7K - $82.9K
|
3.66K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-475- 14.07% |
$69.7K - $82.9K
|
2.9K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-483- 5.79% |
$70.8K - $84.3K
|
7.86K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-485- 4.86% |
$71.1K - $84.7K
|
9.5K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-487- 8.89% |
$71.4K - $85K
|
4.99K
$829K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-506- 1.97% |
$74.2K - $88.3K
|
25.2K
$4.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-533- 1.78% |
$78.2K - $93K
|
29.4K
$4.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-560- 25.87% |
$82.1K - $97.7K
|
1.61K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-563- 16.93% |
$82.6K - $98.3K
|
2.76K
$459K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-592- 5.23% |
$86.8K - $103K
|
10.7K
$1.78M
|