Purchases and Sales Made in Q4 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2024. 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 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2KNew |
$3.08M - $3.44M
|
19.2K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.26KNew |
$1.16M - $1.3M
|
7.26K
$1.2M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.64KNew |
$905K - $1.01M
|
5.64K
$936K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.01K+ 10.8% |
$483K - $539K
|
30.9K
$5.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$421K - $469K
|
2.62K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.24K+ 16.75% |
$360K - $401K
|
15.6K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22KNew |
$357K - $398K
|
2.22K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 18.1% |
$308K - $343K
|
12.5K
$2.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.74K+ 8.15% |
$280K - $312K
|
23.1K
$3.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.72KNew |
$275K - $307K
|
1.72K
$285K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68KNew |
$270K - $302K
|
1.68K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$270K - $301K
|
1.68K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62KNew |
$260K - $291K
|
1.62K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.42K+ 19.18% |
$228K - $254K
|
8.82K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.31KNew |
$210K - $234K
|
1.31K
$217K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$202K - $225K
|
1.26K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.03K+ 14.49% |
$165K - $184K
|
8.12K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
899+ 7.59% |
$144K - $161K
|
12.8K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 28.25% |
$98.1K - $109K
|
2.77K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
401+ 14.9% |
$64.4K - $71.8K
|
3.09K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
393+ 17.55% |
$63.1K - $70.4K
|
2.63K
$437K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
389+ 4862.5% |
$62.4K - $69.7K
|
397
$65.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
261+ 5.42% |
$41.9K - $46.7K
|
5.08K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
260+ 11.75% |
$41.7K - $46.6K
|
2.47K
$410K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$22.6K - $25.3K
|
141
$23.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.86% |
$16.1K - $17.9K
|
5.48K
$909K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 4.76% |
$16.1K - $17.9K
|
2.2K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
92+ 1.26% |
$14.8K - $16.5K
|
7.38K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84+ 3.04% |
$13.5K - $15K
|
2.85K
$473K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
61+ 1.46% |
$9.79K - $10.9K
|
4.25K
$705K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.89% |
$8.67K - $9.67K
|
6.09K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52+ 18.91% |
$8.35K - $9.31K
|
327
$54.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
52+ 2.16% |
$8.35K - $9.31K
|
2.46K
$409K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43+ 0.08% |
$6.9K - $7.7K
|
54.4K
$9.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35+ 2.39% |
$5.62K - $6.27K
|
1.5K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
34+ 0.78% |
$5.46K - $6.09K
|
4.39K
$728K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
23+ 0.62% |
$3.69K - $4.12K
|
3.7K
$615K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
10+ 0.26% |
$1.61K - $1.79K
|
3.9K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.61K - $1.79K
|
10
$1.66K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.29% |
$1.61K - $1.79K
|
785
$130K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.25% |
$803 - $896
|
2K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$321 - $358
|
2.42K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2New |
$321 - $358
|
2
$332
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7- 0.33% |
$1.12K - $1.25K
|
2.11K
$351K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 14.29% |
$2.41K - $2.69K
|
90
$14.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-23- 0.28% |
$3.69K - $4.12K
|
8.09K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-25- 1.99% |
$4.01K - $4.48K
|
1.23K
$204K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-32- 22.22% |
$5.14K - $5.73K
|
112
$18.6K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-32- 2.23% |
$5.14K - $5.73K
|
1.41K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-60- 13.39% |
$9.63K - $10.7K
|
388
$64.4K
|