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 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-488- 12.91% |
$85.5K - $92.4K
|
3.29K
$636K
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-618- 13.63% |
$108K - $117K
|
3.92K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-700- 35.9% |
$123K - $133K
|
1.25K
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-767- 33.06% |
$134K - $145K
|
1.55K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-799- 4.6% |
$140K - $151K
|
16.6K
$3.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-810- 6.38% |
$142K - $153K
|
11.9K
$2.3M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
SELL
|
- |
-853- 3.64% |
$149K - $162K
|
22.6K
$4.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-974- 4.54% |
$171K - $184K
|
20.5K
$3.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.02K- 14.37% |
$179K - $194K
|
6.1K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.03K- 76.87% |
$181K - $195K
|
310
$59.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.1K- 48.95% |
$193K - $208K
|
1.15K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.39K- 1.49% |
$244K - $264K
|
92.4K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-2.05K- 62.29% |
$359K - $388K
|
1.24K
$239K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-2.12K- 27.96% |
$371K - $401K
|
5.45K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.94K- 19.92% |
$515K - $557K
|
11.8K
$2.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.46K- 66.64% |
$781K - $845K
|
2.23K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.97K- 78.85% |
$1.4M - $1.51M
|
2.14K
$413K
|
|
|
Oct 21, 2025
Q3 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-12.9K- 42.01% |
$2.26M - $2.45M
|
17.8K
$3.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 93.47% |
$5.5M - $5.94M
|
2.19K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-50.1K- 36.12% |
$8.78M - $9.49M
|
88.6K
$17.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-97.9K- 13.29% |
$17.2M - $18.5M
|
639K
$123M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-109K- 88.23% |
$19.1M - $20.6M
|
14.5K
$2.8M
|