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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
122KNew |
$19.6M - $21.9M
|
122K
$20.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
26.6K+ 88.75% |
$4.27M - $4.77M
|
56.6K
$9.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
23.2KNew |
$3.73M - $4.16M
|
23.2K
$3.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.2KNew |
$3.08M - $3.44M
|
19.2K
$3.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.1KNew |
$2.59M - $2.89M
|
16.1K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.2K+ 53.11% |
$2.12M - $2.37M
|
38.2K
$6.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
7.26KNew |
$1.16M - $1.3M
|
7.26K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.3KNew |
$1.01M - $1.13M
|
6.3K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.12K+ 60.61% |
$983K - $1.1M
|
16.2K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6K+ 191.94% |
$963K - $1.08M
|
9.13K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.83K+ 20.27% |
$936K - $1.04M
|
34.6K
$5.72M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.64KNew |
$905K - $1.01M
|
5.64K
$933K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.91K+ 59.98% |
$627K - $700K
|
10.4K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.12K+ 11.5% |
$500K - $558K
|
30.2K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.01K+ 10.8% |
$483K - $539K
|
30.9K
$5.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$421K - $469K
|
2.62K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$395K - $441K
|
2.46K
$407K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.24K+ 16.75% |
$360K - $401K
|
15.6K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22KNew |
$357K - $398K
|
2.22K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.21KNew |
$355K - $396K
|
2.21K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.15K+ 179.98% |
$345K - $385K
|
3.34K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.01KNew |
$323K - $360K
|
2.01K
$333K
|
|
|
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
$3.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.72KNew |
$275K - $307K
|
1.72K
$284K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68KNew |
$270K - $302K
|
1.68K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$270K - $301K
|
1.68K
$278K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62KNew |
$260K - $291K
|
1.62K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.58KNew |
$254K - $284K
|
1.58K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.55K+ 10.69% |
$249K - $277K
|
16K
$2.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.47KNew |
$236K - $264K
|
1.47K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
1.42K+ 19.18% |
$228K - $254K
|
8.82K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.39KNew |
$224K - $250K
|
1.39K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.32KNew |
$213K - $237K
|
1.32K
$219K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.31KNew |
$210K - $234K
|
1.31K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.26KNew |
$202K - $225K
|
1.26K
$208K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.11K+ 25.95% |
$179K - $199K
|
5.4K
$893K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.03K+ 14.49% |
$165K - $184K
|
8.12K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$163K - $181K
|
1.01K
$168K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 3.97% |
$162K - $181K
|
26.4K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
899+ 7.59% |
$144K - $161K
|
12.8K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
822+ 5.6% |
$132K - $147K
|
15.5K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
771+ 26.76% |
$124K - $138K
|
3.65K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
611+ 28.25% |
$98.1K - $109K
|
2.77K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
580+ 3.74% |
$93.1K - $104K
|
16.1K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
565+ 15.01% |
$90.7K - $101K
|
4.33K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 12.97% |
$76.2K - $85.1K
|
4.14K
$684K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
447New |
$71.8K - $80.1K
|
447
$73.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
401+ 14.9% |
$64.4K - $71.8K
|
3.09K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
393+ 17.55% |
$63.1K - $70.4K
|
2.63K
$435K
|