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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.56KNew |
$190K - $222K
|
1.56K
$259K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.54K+ 9.97% |
$188K - $219K
|
17K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.52KNew |
$185K - $217K
|
1.52K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.52KNew |
$185K - $216K
|
1.52K
$253K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.52KNew |
$185K - $216K
|
1.52K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.5K+ 77.95% |
$182K - $213K
|
3.41K
$566K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.48KNew |
$179K - $210K
|
1.48K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.41K+ 32.57% |
$172K - $201K
|
5.74K
$953K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
1.38K+ 25.63% |
$167K - $196K
|
6.74K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.37K+ 17.8% |
$167K - $195K
|
9.09K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.37K+ 22.27% |
$167K - $195K
|
7.54K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.25K+ 10.03% |
$151K - $177K
|
13.7K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.1K+ 8.52% |
$134K - $157K
|
14K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.08K+ 196.19% |
$132K - $154K
|
1.63K
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.06K+ 8.95% |
$129K - $151K
|
12.9K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.03K+ 16.08% |
$125K - $146K
|
7.41K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
994+ 10.92% |
$121K - $141K
|
10.1K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
919+ 48.47% |
$112K - $131K
|
2.82K
$467K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
846+ 8.37% |
$103K - $120K
|
11K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
839+ 34.46% |
$102K - $119K
|
3.27K
$543K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
839+ 2.8% |
$102K - $119K
|
30.8K
$5.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
743+ 148.6% |
$90.4K - $106K
|
1.24K
$206K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
740New |
$90K - $105K
|
740
$123K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
688+ 15.84% |
$83.7K - $97.9K
|
5.03K
$835K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
647+ 31.27% |
$78.7K - $92K
|
2.72K
$451K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$73K - $85.3K
|
700
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
586+ 6.89% |
$71.3K - $83.3K
|
9.09K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
563New |
$68.5K - $80.1K
|
563
$93.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
555+ 12.02% |
$67.5K - $78.9K
|
5.17K
$858K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
549+ 5.99% |
$66.8K - $78.1K
|
9.72K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
530+ 8.36% |
$64.5K - $75.4K
|
6.87K
$1.14M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
508+ 6.21% |
$61.8K - $72.3K
|
8.69K
$1.44M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
500+ 23.81% |
$60.8K - $71.1K
|
2.6K
$432K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
476+ 15.4% |
$57.9K - $67.7K
|
3.57K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 12.97% |
$57.8K - $67.6K
|
4.14K
$686K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
BUY
|
- |
450+ 18.22% |
$54.7K - $64K
|
2.92K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$54.7K - $64K
|
450
$74.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
443+ 8860.0% |
$53.9K - $63K
|
448
$74.4K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
438+ 8.38% |
$53.3K - $62.3K
|
5.67K
$940K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
406+ 11.22% |
$49.4K - $57.7K
|
4.02K
$668K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
378+ 8.97% |
$46K - $53.8K
|
4.59K
$762K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
357+ 1.96% |
$43.4K - $50.8K
|
18.6K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
348+ 4.37% |
$42.3K - $49.5K
|
8.3K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
328+ 1.56% |
$39.9K - $46.7K
|
21.4K
$3.55M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
320New |
$38.9K - $45.5K
|
320
$53.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
299New |
$36.4K - $42.5K
|
299
$49.6K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
286+ 8.07% |
$34.8K - $40.7K
|
3.83K
$636K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
280+ 2.49% |
$34.1K - $39.8K
|
11.5K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
275+ 100.0% |
$33.5K - $39.1K
|
550
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
274+ 2.64% |
$33.3K - $39K
|
10.7K
$1.77M
|