Purchases and Sales Made in Q3 2025 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q3 2025. 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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.2K+ 52.64% |
$4.59M - $4.96M
|
75.9K
$14.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
22.9KNew |
$4.02M - $4.35M
|
22.9K
$4.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
11.8K+ 31.38% |
$2.06M - $2.23M
|
49.3K
$9.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.56K+ 49.76% |
$1.5M - $1.62M
|
25.8K
$4.97M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.89K+ 1.35% |
$1.21M - $1.3M
|
518K
$100M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.96KNew |
$1.05M - $1.13M
|
5.96K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
5.73K+ 145.86% |
$1M - $1.08M
|
9.66K
$1.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.52K+ 10.24% |
$791K - $855K
|
48.6K
$9.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.35K+ 12.48% |
$763K - $824K
|
39.2K
$7.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.28K+ 26.99% |
$750K - $811K
|
20.1K
$3.89M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.17K+ 9.07% |
$731K - $790K
|
50.2K
$9.69M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.1K+ 60.37% |
$718K - $776K
|
10.9K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.73K+ 7.62% |
$654K - $707K
|
52.7K
$10.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.44K+ 132.63% |
$602K - $651K
|
6.03K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.15K+ 1.78% |
$552K - $596K
|
180K
$34.8M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$503K - $544K
|
2.87K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.85KNew |
$499K - $539K
|
2.85K
$549K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.67KNew |
$469K - $506K
|
2.67K
$516K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.07KNew |
$363K - $393K
|
2.07K
$400K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.05K+ 8.32% |
$360K - $389K
|
26.7K
$5.16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.99K+ 10.05% |
$348K - $376K
|
21.8K
$4.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.8KNew |
$315K - $341K
|
1.8K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.62KNew |
$283K - $306K
|
1.62K
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
1.51K+ 9.12% |
$265K - $287K
|
18.1K
$3.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.51K+ 22.29% |
$265K - $286K
|
8.3K
$1.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.45KNew |
$253K - $274K
|
1.45K
$279K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.41K+ 21.47% |
$246K - $266K
|
7.95K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.41KNew |
$246K - $266K
|
1.41K
$271K
|
|
|
Oct 14, 2025
Q3 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.38KNew |
$242K - $262K
|
1.38K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.37K+ 28.95% |
$241K - $260K
|
6.12K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.15K+ 3.97% |
$202K - $218K
|
30.2K
$5.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.14KNew |
$199K - $215K
|
1.14K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1.12KNew |
$196K - $212K
|
1.12K
$216K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.1KNew |
$193K - $208K
|
1.1K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.09KNew |
$191K - $206K
|
1.09K
$210K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.09KNew |
$190K - $206K
|
1.09K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
1.08KNew |
$189K - $204K
|
1.08K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.07KNew |
$187K - $202K
|
1.07K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.07KNew |
$187K - $202K
|
1.07K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.06KNew |
$185K - $200K
|
1.06K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.05K+ 11.72% |
$185K - $199K
|
10K
$1.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.04K+ 5.21% |
$183K - $197K
|
21K
$4.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
995+ 4.8% |
$174K - $188K
|
21.7K
$4.2M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
910+ 15.86% |
$159K - $172K
|
6.65K
$1.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
909+ 28.55% |
$159K - $172K
|
4.09K
$790K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
906New |
$159K - $172K
|
906
$175K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
842+ 6.97% |
$148K - $159K
|
12.9K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
828+ 13.41% |
$145K - $157K
|
7K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
811+ 60.66% |
$142K - $154K
|
2.15K
$415K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
771+ 13.63% |
$135K - $146K
|
6.43K
$1.24M
|