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 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-83- 18.53% |
$10.1K - $11.8K
|
365
$60.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-91- 5.24% |
$11.1K - $12.9K
|
1.65K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-94- 0.75% |
$11.4K - $13.4K
|
12.4K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-95- 4.98% |
$11.6K - $13.5K
|
1.81K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-98- 6.13% |
$11.9K - $13.9K
|
1.5K
$249K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-98- 31.61% |
$11.9K - $13.9K
|
212
$35.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-98- 0.81% |
$11.9K - $13.9K
|
12K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 60.61% |
$12.2K - $14.2K
|
65
$10.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-101- 1.89% |
$12.3K - $14.4K
|
5.25K
$872K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-109- 28.99% |
$13.3K - $15.5K
|
267
$44.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 81.75% |
$13.6K - $15.9K
|
25
$4.15K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-113- 2.5% |
$13.7K - $16.1K
|
4.41K
$732K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-119- 5.09% |
$14.5K - $16.9K
|
2.22K
$368K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-119- 6.56% |
$14.5K - $16.9K
|
1.7K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-125- 4.99% |
$15.2K - $17.8K
|
2.38K
$395K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-127- 6.53% |
$15.4K - $18.1K
|
1.82K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-145- 8.62% |
$17.6K - $20.6K
|
1.54K
$255K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 3.45% |
$17.9K - $20.9K
|
4.11K
$682K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-147- 37.03% |
$17.9K - $20.9K
|
250
$41.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-150- 93.17% |
$18.2K - $21.3K
|
11
$1.83K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-153- 5.41% |
$18.6K - $21.8K
|
2.68K
$444K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-156- 6.3% |
$19K - $22.2K
|
2.32K
$385K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-161- 1.22% |
$19.6K - $22.9K
|
13K
$2.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-164- 0.28% |
$20K - $23.3K
|
58.4K
$9.69M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-165- 1.61% |
$20.1K - $23.5K
|
10.1K
$1.68M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-167- 7.85% |
$20.3K - $23.8K
|
1.96K
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-179- 6.43% |
$21.8K - $25.5K
|
2.61K
$432K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-182- 9.48% |
$22.1K - $25.9K
|
1.74K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 6.65% |
$22.7K - $26.6K
|
2.62K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-195- 3.97% |
$23.7K - $27.7K
|
4.72K
$784K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-201- 28.27% |
$24.5K - $28.6K
|
510
$84.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-208- 6.85% |
$25.3K - $29.6K
|
2.83K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-208- 9.42% |
$25.3K - $29.6K
|
2K
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-216- 13.16% |
$26.3K - $30.7K
|
1.43K
$237K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-218- 31.64% |
$26.5K - $31K
|
471
$78.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-225- 1.18% |
$27.4K - $32K
|
18.9K
$3.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-250- 10.14% |
$30.4K - $35.6K
|
2.22K
$368K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-258- 0.62% |
$31.4K - $36.7K
|
41.2K
$6.84M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-272- 3.74% |
$33.1K - $38.7K
|
7K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-284- 3.05% |
$34.5K - $40.4K
|
9.04K
$1.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-284- 8.67% |
$34.5K - $40.4K
|
2.99K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-289- 43.52% |
$35.2K - $41.1K
|
375
$62.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-290- 15.5% |
$35.3K - $41.2K
|
1.58K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-293- 13.58% |
$35.6K - $41.7K
|
1.87K
$310K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-308- 3.43% |
$37.5K - $43.8K
|
8.67K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-310- 4.43% |
$37.7K - $44.1K
|
6.68K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-339- 2.26% |
$41.2K - $48.2K
|
14.7K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-345- 71.43% |
$42K - $49.1K
|
138
$22.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-353- 2.71% |
$42.9K - $50.2K
|
12.7K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-378- 13.17% |
$46K - $53.8K
|
2.49K
$414K
|