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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
248New |
$34.5K - $38.8K
|
248
$41.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
239+ 1.79% |
$33.3K - $37.4K
|
13.6K
$2.25M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
234+ 9.0% |
$32.6K - $36.6K
|
2.83K
$470K
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
200+ 2.22% |
$27.8K - $31.3K
|
9.2K
$1.53M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
200New |
$27.8K - $31.3K
|
200
$33.2K
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
200New |
$27.8K - $31.3K
|
200
$33.2K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
197+ 3.51% |
$27.4K - $30.8K
|
5.82K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
194+ 0.89% |
$27K - $30.3K
|
21.9K
$3.63M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
193+ 1.51% |
$26.9K - $30.2K
|
12.9K
$2.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187+ 1.8% |
$26K - $29.2K
|
10.5K
$1.75M
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
BUY
|
- |
180+ 0.97% |
$25.1K - $28.2K
|
18.7K
$3.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
172+ 10.78% |
$23.9K - $26.9K
|
1.77K
$293K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
159+ 8.66% |
$22.1K - $24.9K
|
2K
$331K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
158+ 8.04% |
$22K - $24.7K
|
2.12K
$353K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
151+ 9.77% |
$21K - $23.6K
|
1.7K
$282K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
140+ 7.43% |
$19.5K - $21.9K
|
2.02K
$336K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
129New |
$18K - $20.2K
|
129
$21.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
126+ 1.41% |
$17.5K - $19.7K
|
9.04K
$1.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
124+ 1.75% |
$17.3K - $19.4K
|
7.19K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
124+ 7.3% |
$17.3K - $19.4K
|
1.82K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
118+ 0.91% |
$16.4K - $18.5K
|
13.1K
$2.18M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
117+ 1.21% |
$16.3K - $18.3K
|
9.78K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
108+ 4.01% |
$15K - $16.9K
|
2.8K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
101+ 4.88% |
$14.1K - $15.8K
|
2.17K
$360K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.19% |
$13.9K - $15.6K
|
4.67K
$775K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100New |
$13.9K - $15.6K
|
100
$16.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 2.0% |
$13.9K - $15.6K
|
5.11K
$847K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
96+ 8.56% |
$13.4K - $15K
|
1.22K
$202K
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
95+ 1.88% |
$13.2K - $14.9K
|
5.16K
$856K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
95+ 2.16% |
$13.2K - $14.9K
|
4.49K
$745K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
85+ 2.26% |
$11.8K - $13.3K
|
3.84K
$638K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
82+ 2.65% |
$11.4K - $12.8K
|
3.18K
$528K
|
|
|
Feb 03, 2022
Q4 2021
|
Matrix Trust CO
|
BUY
|
- |
81+ 3.3% |
$11.3K - $12.7K
|
2.53K
$421K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
77+ 6.26% |
$10.7K - $12K
|
1.31K
$217K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
73New |
$10.2K - $11.4K
|
73
$12.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
61+ 2.5% |
$8.49K - $9.54K
|
2.5K
$415K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57+ 3.37% |
$7.93K - $8.91K
|
1.75K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
54+ 0.83% |
$7.52K - $8.45K
|
6.58K
$1.09M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
52New |
$7.24K - $8.13K
|
52
$8.63K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 8.33% |
$6.96K - $7.82K
|
650
$108K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
45New |
$6.26K - $7.04K
|
45
$7.47K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
40New |
$5.57K - $6.26K
|
40
$6.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
39+ 1.74% |
$5.43K - $6.1K
|
2.28K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35New |
$4.87K - $5.47K
|
35
$5.81K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
34+ 16.35% |
$4.73K - $5.32K
|
242
$40.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
34+ 0.63% |
$4.73K - $5.32K
|
5.46K
$907K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
34New |
$4.73K - $5.32K
|
34
$5.64K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
32+ 1.15% |
$4.45K - $5K
|
2.82K
$468K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
28+ 1.52% |
$3.9K - $4.38K
|
1.87K
$310K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
28+ 1.35% |
$3.9K - $4.38K
|
2.1K
$349K
|