Purchases and Sales Made in Q4 2021 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.29K+ 10.83% |
$598K - $671K
|
43.9K
$7.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$597K - $671K
|
4.29K
$712K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
4.2KNew |
$585K - $657K
|
4.2K
$698K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.05K+ 62.44% |
$563K - $633K
|
10.5K
$1.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3.89K+ 96.43% |
$542K - $609K
|
7.93K
$1.32M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
3.73K+ 4.31% |
$519K - $583K
|
90.1K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.72KNew |
$518K - $582K
|
3.72K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.71K+ 0.84% |
$516K - $580K
|
447K
$74.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.48KNew |
$484K - $544K
|
3.48K
$577K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.4K+ 2.76% |
$473K - $531K
|
127K
$21M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.27KNew |
$456K - $512K
|
3.27K
$543K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.26K+ 95.8% |
$454K - $510K
|
6.67K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.23KNew |
$450K - $505K
|
3.23K
$536K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.93KNew |
$408K - $459K
|
2.93K
$487K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.91K+ 14.99% |
$405K - $455K
|
22.3K
$3.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
2.91KNew |
$404K - $454K
|
2.91K
$482K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
2.85KNew |
$396K - $445K
|
2.85K
$472K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.7KNew |
$376K - $422K
|
2.7K
$448K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2.66KNew |
$371K - $417K
|
2.66K
$442K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.57K+ 41.66% |
$357K - $401K
|
8.73K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.45K+ 1.93% |
$341K - $383K
|
129K
$21.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.4KNew |
$334K - $375K
|
2.4K
$398K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.27KNew |
$316K - $355K
|
2.27K
$376K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 5.62% |
$309K - $347K
|
41.6K
$6.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.18K+ 7.72% |
$304K - $341K
|
30.5K
$5.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.17K+ 57.37% |
$302K - $340K
|
5.96K
$989K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.16K+ 33.01% |
$301K - $338K
|
8.72K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.14K+ 130.17% |
$298K - $335K
|
3.78K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$295K - $331K
|
2.12K
$351K
|
|
|
Jan 18, 2022
Q4 2021
|
Polianta LTD
|
BUY
|
- |
2.1K+ 3.74% |
$292K - $328K
|
58.2K
$9.66M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.07K+ 33.46% |
$288K - $324K
|
8.26K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.02K+ 9.67% |
$281K - $316K
|
22.9K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 3.59% |
$276K - $310K
|
57.2K
$9.5M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
1.74KNew |
$242K - $272K
|
1.74K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.73KNew |
$240K - $270K
|
1.73K
$287K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.73KNew |
$240K - $270K
|
1.73K
$286K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.72KNew |
$239K - $268K
|
1.72K
$285K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.7KNew |
$237K - $266K
|
1.7K
$283K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.7KNew |
$237K - $266K
|
1.7K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$230K - $258K
|
1.65K
$274K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.63KNew |
$226K - $254K
|
1.63K
$270K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.5KNew |
$209K - $235K
|
1.5K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.42KNew |
$198K - $222K
|
1.42K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.41K+ 32.94% |
$197K - $221K
|
5.7K
$946K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.4K+ 3.52% |
$195K - $219K
|
41.3K
$6.85M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.4K+ 7.11% |
$195K - $219K
|
21.1K
$3.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 4.76% |
$192K - $216K
|
30.4K
$5.05M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.37KNew |
$190K - $213K
|
1.37K
$227K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35KNew |
$188K - $212K
|
1.35K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
1.33KNew |
$186K - $209K
|
1.33K
$221K
|