Purchases and Sales Made in Q4 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2023. 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, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
5.38K+ 166.87% |
$654K - $765K
|
8.6K
$1.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.37KNew |
$653K - $763K
|
5.37K
$890K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.82K+ 186.38% |
$586K - $685K
|
7.4K
$1.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.78K+ 473.74% |
$581K - $680K
|
5.79K
$961K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.65K+ 26.59% |
$566K - $662K
|
22.2K
$3.68M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.11KNew |
$500K - $584K
|
4.11K
$682K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$490K - $573K
|
4.03K
$669K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.95K+ 7.02% |
$480K - $561K
|
60.2K
$9.99M
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.82KNew |
$464K - $543K
|
3.82K
$633K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.5K+ 9.08% |
$425K - $497K
|
42K
$6.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
3.42K+ 43.04% |
$417K - $487K
|
11.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.33K+ 23.58% |
$405K - $473K
|
17.4K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.31K+ 51.18% |
$403K - $471K
|
9.78K
$1.62M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.29KNew |
$400K - $468K
|
3.29K
$546K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.28KNew |
$398K - $466K
|
3.28K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.24KNew |
$394K - $461K
|
3.24K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
3.23KNew |
$393K - $459K
|
3.23K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.18K+ 84.16% |
$387K - $453K
|
6.97K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.1K+ 267.99% |
$377K - $441K
|
4.25K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
2.99KNew |
$363K - $425K
|
2.99K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$354K - $414K
|
2.91K
$483K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.91KNew |
$354K - $414K
|
2.91K
$483K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.72K+ 149.56% |
$331K - $387K
|
4.54K
$754K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.72KNew |
$331K - $387K
|
2.72K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.71KNew |
$329K - $385K
|
2.71K
$449K
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
2.67K+ 3.22% |
$325K - $380K
|
85.7K
$14.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.55KNew |
$310K - $362K
|
2.55K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.55KNew |
$310K - $362K
|
2.55K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.51K+ 55.8% |
$305K - $357K
|
7.01K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.47K+ 36.49% |
$300K - $351K
|
9.23K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.45KNew |
$299K - $349K
|
2.45K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.42KNew |
$294K - $344K
|
2.42K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.38K+ 45.9% |
$290K - $339K
|
7.57K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.36KNew |
$287K - $336K
|
2.36K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.14KNew |
$260K - $305K
|
2.14K
$355K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.11KNew |
$257K - $300K
|
2.11K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.09KNew |
$255K - $298K
|
2.09K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 25.3% |
$244K - $285K
|
9.94K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.99KNew |
$242K - $283K
|
1.99K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.92KNew |
$234K - $273K
|
1.92K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.92K+ 23.14% |
$233K - $273K
|
10.2K
$1.69M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.91KNew |
$232K - $272K
|
1.91K
$317K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
1.89K+ 23.0% |
$230K - $269K
|
10.1K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.88KNew |
$229K - $268K
|
1.88K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.85K+ 16.15% |
$224K - $262K
|
13.3K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.8KNew |
$218K - $255K
|
1.8K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.78KNew |
$216K - $253K
|
1.78K
$295K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.73KNew |
$210K - $245K
|
1.73K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.7K+ 13.82% |
$206K - $241K
|
14K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.6KNew |
$195K - $227K
|
1.6K
$265K
|