Purchases and Sales Made in Q4 2022 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2022. 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 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
55+ 1.68% |
$7.38K - $8.7K
|
3.34K
$554K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
54+ 3.79% |
$7.25K - $8.54K
|
1.48K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
50+ 2.26% |
$6.71K - $7.91K
|
2.27K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
43+ 0.8% |
$5.77K - $6.8K
|
5.42K
$900K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
41+ 11.92% |
$5.5K - $6.48K
|
385
$63.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
40+ 1.34% |
$5.37K - $6.33K
|
3.03K
$503K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
35+ 0.74% |
$4.7K - $5.54K
|
4.78K
$793K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
35+ 1.23% |
$4.7K - $5.54K
|
2.88K
$478K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
34+ 2.24% |
$4.56K - $5.38K
|
1.55K
$257K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32+ 0.34% |
$4.29K - $5.06K
|
9.52K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
31+ 1.09% |
$4.16K - $4.9K
|
2.88K
$477K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
30+ 0.83% |
$4.03K - $4.74K
|
3.66K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
30+ 1.74% |
$4.03K - $4.74K
|
1.76K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
29+ 7.25% |
$3.89K - $4.59K
|
429
$71.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28+ 0.77% |
$3.76K - $4.43K
|
3.65K
$605K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27New |
$3.62K - $4.27K
|
27
$4.48K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
25+ 1.89% |
$3.35K - $3.95K
|
1.35K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
24+ 1.17% |
$3.22K - $3.8K
|
2.08K
$344K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
23+ 6.97% |
$3.09K - $3.64K
|
353
$58.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23+ 1.95% |
$3.09K - $3.64K
|
1.2K
$199K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22+ 2.66% |
$2.95K - $3.48K
|
850
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
21+ 26.92% |
$2.82K - $3.32K
|
99
$16.4K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
20New |
$2.68K - $3.16K
|
20
$3.32K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.63% |
$2.28K - $2.69K
|
2.72K
$451K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
17+ 1.69% |
$2.28K - $2.69K
|
1.02K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
16New |
$2.15K - $2.53K
|
16
$2.66K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15+ 0.76% |
$2.01K - $2.37K
|
1.99K
$330K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
15+ 0.91% |
$2.01K - $2.37K
|
1.66K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.39% |
$1.74K - $2.06K
|
3.35K
$556K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
8+ 0.28% |
$1.07K - $1.27K
|
2.86K
$475K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.76% |
$805 - $949
|
346
$57.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$805 - $949
|
6
$996
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.07% |
$671 - $791
|
6.97K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.74% |
$671 - $791
|
293
$48.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.9% |
$671 - $791
|
560
$92.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5+ 0.29% |
$671 - $791
|
1.74K
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4New |
$537 - $633
|
4
$664
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 2.34% |
$537 - $633
|
175
$29K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.51% |
$403 - $474
|
202
$33.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.73% |
$403 - $474
|
414
$68.7K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
3+ 150.0% |
$403 - $474
|
5
$830
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.13% |
$268 - $316
|
1.58K
$262K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
2New |
$268 - $316
|
2
$332
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.9% |
$268 - $316
|
107
$17.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.2% |
$268 - $316
|
169
$28K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 1.37% |
$268 - $316
|
148
$24.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.37% |
$134 - $158
|
74
$12.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.07% |
$134 - $158
|
1.46K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 2.56% |
$134 - $158
|
40
$6.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1+ 0.06% |
$134 - $158
|
1.78K
$295K
|