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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
381+ 2.1% |
$66.8K - $72.2K
|
18.5K
$3.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
377+ 26.35% |
$66.1K - $71.4K
|
1.81K
$349K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
374+ 3.43% |
$65.5K - $70.8K
|
11.3K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
325+ 2.36% |
$57K - $61.6K
|
14.1K
$2.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
325+ 116.07% |
$57K - $61.6K
|
605
$117K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
324+ 3.79% |
$56.8K - $61.4K
|
8.87K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
280+ 0.93% |
$49.1K - $53K
|
30.4K
$5.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
262+ 2.73% |
$45.9K - $49.6K
|
9.87K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
250+ 284.09% |
$43.8K - $47.4K
|
338
$65.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
216+ 84.71% |
$37.9K - $40.9K
|
471
$90.9K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
179+ 0.91% |
$31.4K - $33.9K
|
19.8K
$3.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
167+ 4.15% |
$29.3K - $31.6K
|
4.19K
$810K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
164New |
$28.7K - $31.1K
|
164
$31.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
156+ 1.78% |
$27.3K - $29.5K
|
8.93K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
133+ 2.98% |
$23.3K - $25.2K
|
4.6K
$888K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
131+ 1.32% |
$23K - $24.8K
|
10.1K
$1.95M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
123+ 9.52% |
$21.6K - $23.3K
|
1.42K
$273K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
122New |
$21.4K - $23.1K
|
122
$23.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
113+ 1.15% |
$19.8K - $21.4K
|
9.94K
$1.92M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
112+ 2.8% |
$19.6K - $21.2K
|
4.11K
$794K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
111+ 1.32% |
$19.5K - $21K
|
8.54K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
104+ 2.8% |
$18.2K - $19.7K
|
3.82K
$738K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
100+ 3.37% |
$17.5K - $18.9K
|
3.07K
$592K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
89+ 2.53% |
$15.6K - $16.9K
|
3.6K
$696K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
80New |
$14K - $15.2K
|
80
$15.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
75New |
$13.1K - $14.2K
|
75
$14.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
66+ 0.84% |
$11.6K - $12.5K
|
7.92K
$1.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
60+ 4.57% |
$10.5K - $11.4K
|
1.37K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
59+ 143.9% |
$10.3K - $11.2K
|
100
$19.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
55+ 4.82% |
$9.64K - $10.4K
|
1.2K
$231K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
50+ 3.06% |
$8.76K - $9.47K
|
1.68K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
49+ 54.44% |
$8.59K - $9.28K
|
139
$26.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
44+ 0.84% |
$7.71K - $8.33K
|
5.27K
$1.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
42+ 0.47% |
$7.36K - $7.96K
|
8.99K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
40+ 0.53% |
$7.01K - $7.58K
|
7.65K
$1.48M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
36+ 0.67% |
$6.31K - $6.82K
|
5.44K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
36+ 0.87% |
$6.31K - $6.82K
|
4.16K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.43% |
$4.73K - $5.11K
|
6.36K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
27+ 0.94% |
$4.73K - $5.11K
|
2.91K
$561K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.91% |
$3.51K - $3.79K
|
2.21K
$427K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
18+ 3.98% |
$3.15K - $3.41K
|
470
$90.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
16+ 9.14% |
$2.8K - $3.03K
|
191
$36.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16+ 0.59% |
$2.8K - $3.03K
|
2.73K
$528K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.12% |
$2.45K - $2.65K
|
11.4K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14+ 0.42% |
$2.45K - $2.65K
|
3.34K
$646K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13New |
$2.28K - $2.46K
|
13
$2.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
11+ 0.6% |
$1.93K - $2.08K
|
1.83K
$354K
|
|
|
Oct 29, 2025
Q3 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
11+ 0.49% |
$1.93K - $2.08K
|
2.26K
$436K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
10+ 0.26% |
$1.75K - $1.89K
|
3.82K
$738K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10+ 0.51% |
$1.75K - $1.89K
|
1.95K
$377K
|