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 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.51K- 38.59% |
$184K - $215K
|
2.4K
$399K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 10.98% |
$194K - $227K
|
12.9K
$2.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.6K- 21.46% |
$194K - $227K
|
5.84K
$969K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.61K- 50.09% |
$196K - $229K
|
1.61K
$266K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.69K- 10.09% |
$205K - $240K
|
15K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.7K- 50.0% |
$207K - $242K
|
1.7K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.81K- 12.81% |
$221K - $258K
|
12.4K
$2.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-1.83K- 23.57% |
$222K - $260K
|
5.92K
$983K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93K- 53.99% |
$235K - $275K
|
1.65K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.07K- 3.35% |
$252K - $295K
|
59.7K
$9.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.24K- 31.04% |
$273K - $319K
|
4.98K
$827K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.37K- 6.51% |
$289K - $338K
|
34.1K
$5.66M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.42K- 21.86% |
$294K - $344K
|
8.65K
$1.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.62K- 62.34% |
$319K - $373K
|
1.59K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.63K- 7.52% |
$320K - $374K
|
32.4K
$5.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.67K- 14.24% |
$325K - $380K
|
16.1K
$2.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.84K- 7.68% |
$345K - $404K
|
34.1K
$5.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.12K- 63.16% |
$380K - $444K
|
1.82K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-3.15K- 4.58% |
$384K - $448K
|
65.8K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.8K- 62.79% |
$462K - $540K
|
2.25K
$373K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.88K- 10.38% |
$472K - $552K
|
33.5K
$5.56M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.22K- 20.08% |
$513K - $600K
|
16.8K
$2.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 55.01% |
$535K - $625K
|
3.6K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.4K- 9.18% |
$536K - $626K
|
43.5K
$7.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.49K- 27.17% |
$546K - $638K
|
12K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-5.12K- 33.13% |
$623K - $729K
|
10.3K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.26K- 3.37% |
$640K - $748K
|
151K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5.52K- 66.39% |
$671K - $785K
|
2.79K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.56K- 3.07% |
$677K - $791K
|
176K
$29.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.8K- 56.31% |
$706K - $825K
|
4.5K
$747K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.28K- 5.71% |
$886K - $1.04M
|
120K
$20M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.56K- 36.3% |
$919K - $1.07M
|
13.3K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.41K- 46.72% |
$1.02M - $1.2M
|
9.59K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.8K- 64.74% |
$1.07M - $1.25M
|
4.79K
$795K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.88K- 11.74% |
$1.08M - $1.26M
|
66.7K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-8.91K- 96.85% |
$1.08M - $1.27M
|
290
$48.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10.4K- 4.17% |
$1.27M - $1.48M
|
239K
$39.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11K- 6.95% |
$1.33M - $1.56M
|
147K
$24.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.9K- 98.65% |
$1.45M - $1.7M
|
163
$27.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.4K- 63.26% |
$1.51M - $1.76M
|
7.19K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13.5K- 25.24% |
$1.65M - $1.92M
|
40.1K
$6.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-14.9K- 12.33% |
$1.82M - $2.12M
|
106K
$17.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.4K- 48.25% |
$1.87M - $2.19M
|
16.5K
$2.74M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.3K- 76.74% |
$1.98M - $2.31M
|
4.93K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-18.6K- 5.38% |
$2.26M - $2.64M
|
327K
$54.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19.2K- 90.57% |
$2.33M - $2.73M
|
2K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-20.3K- 89.15% |
$2.47M - $2.88M
|
2.47K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.6K- 53.31% |
$3.11M - $3.64M
|
22.4K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.3K- 5.22% |
$3.8M - $4.45M
|
568K
$94.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.5K- 94.98% |
$4.07M - $4.76M
|
1.77K
$294K
|