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 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-385- 3.69% |
$46.8K - $54.8K
|
10K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-390- 12.31% |
$47.4K - $55.5K
|
2.78K
$461K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-405- 14.77% |
$49.3K - $57.6K
|
2.34K
$388K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-453- 8.64% |
$55.1K - $64.4K
|
4.79K
$795K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-457- 14.37% |
$55.6K - $65K
|
2.72K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-473- 20.52% |
$57.5K - $67.3K
|
1.83K
$304K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 23.24% |
$57.7K - $67.4K
|
1.57K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-480- 11.35% |
$58.4K - $68.3K
|
3.75K
$622K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-487- 4.67% |
$59.2K - $69.3K
|
9.94K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-498- 7.14% |
$60.6K - $70.8K
|
6.48K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-500- 5.75% |
$60.8K - $71.1K
|
8.2K
$1.36M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-509- 29.68% |
$61.9K - $72.4K
|
1.21K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-538- 8.01% |
$65.4K - $76.5K
|
6.18K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-551- 14.68% |
$67K - $78.4K
|
3.2K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-560- 26.53% |
$68.1K - $79.6K
|
1.55K
$257K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-576- 10.56% |
$70.1K - $81.9K
|
4.88K
$810K
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-603- 14.33% |
$73.4K - $85.8K
|
3.61K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-625- 3.26% |
$76K - $88.9K
|
18.6K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-643- 68.92% |
$78.2K - $91.5K
|
290
$48.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-659- 19.55% |
$80.2K - $93.7K
|
2.71K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-660- 22.92% |
$80.3K - $93.9K
|
2.22K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-665- 23.18% |
$80.9K - $94.6K
|
2.2K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-675- 31.53% |
$82.1K - $96K
|
1.47K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-683- 24.07% |
$83.1K - $97.1K
|
2.15K
$357K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-685- 10.73% |
$83.3K - $97.4K
|
5.7K
$946K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-738- 93.89% |
$89.8K - $105K
|
48
$7.97K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-771- 18.22% |
$93.8K - $110K
|
3.46K
$574K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-799- 7.37% |
$97.2K - $114K
|
10K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-804- 1.28% |
$97.8K - $114K
|
62.1K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-809- 28.58% |
$98.4K - $115K
|
2.02K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-812- 17.69% |
$98.8K - $115K
|
3.78K
$627K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-825- 12.14% |
$100K - $117K
|
5.97K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-910- 75.27% |
$111K - $129K
|
299
$49.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-947- 20.03% |
$115K - $135K
|
3.78K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-978- 14.87% |
$119K - $139K
|
5.6K
$929K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-994- 4.52% |
$121K - $141K
|
21K
$3.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.05K- 10.85% |
$127K - $149K
|
8.61K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.07K- 17.49% |
$131K - $153K
|
5.07K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.27K- 98.6% |
$154K - $180K
|
18
$2.99K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1.29K- 4.73% |
$157K - $183K
|
25.9K
$4.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-1.3K- 20.2% |
$158K - $185K
|
5.14K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.33K- 47.05% |
$162K - $189K
|
1.5K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.36K- 21.96% |
$165K - $193K
|
4.83K
$802K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.41K- 23.02% |
$171K - $200K
|
4.7K
$780K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 48.69% |
$174K - $204K
|
1.51K
$250K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.44K- 2.27% |
$176K - $205K
|
62.2K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.45K- 6.04% |
$176K - $206K
|
22.5K
$3.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.46K- 20.36% |
$177K - $207K
|
5.69K
$945K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.49K- 12.66% |
$181K - $212K
|
10.3K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.51K- 23.25% |
$183K - $214K
|
4.97K
$824K
|