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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
164+ 11.59% |
$26.3K - $29.4K
|
1.58K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
164+ 13.08% |
$26.3K - $29.4K
|
1.42K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
163New |
$26.2K - $29.2K
|
163
$28.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
158+ 1.6% |
$25.4K - $28.3K
|
10.1K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
154+ 10.18% |
$24.7K - $27.6K
|
1.67K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
145+ 0.71% |
$23.3K - $26K
|
20.5K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
142+ 7.32% |
$22.8K - $25.4K
|
2.08K
$361K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
141New |
$22.6K - $25.3K
|
141
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140+ 2.54% |
$22.5K - $25.1K
|
5.66K
$981K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
139New |
$22.3K - $24.9K
|
139
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
137New |
$22K - $24.5K
|
137
$23.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
136New |
$21.8K - $24.4K
|
136
$23.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
131+ 9.27% |
$21K - $23.5K
|
1.54K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
123New |
$19.7K - $22K
|
123
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
122+ 39.35% |
$19.6K - $21.9K
|
432
$74.9K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
118+ 3.05% |
$18.9K - $21.1K
|
3.99K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
116New |
$18.6K - $20.8K
|
116
$20.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
112+ 1.96% |
$18K - $20.1K
|
5.84K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
106+ 45.69% |
$17K - $19K
|
338
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105+ 8.37% |
$16.9K - $18.8K
|
1.36K
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 4.76% |
$16.1K - $17.9K
|
2.2K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
100New |
$16.1K - $17.9K
|
100
$17.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.86% |
$16.1K - $17.9K
|
5.48K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
92+ 3.17% |
$14.8K - $16.5K
|
2.99K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
92+ 1.26% |
$14.8K - $16.5K
|
7.38K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 6.78% |
$14.6K - $16.3K
|
1.43K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
89New |
$14.3K - $15.9K
|
89
$15.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84+ 3.04% |
$13.5K - $15K
|
2.85K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
79+ 2.11% |
$12.7K - $14.1K
|
3.83K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 4.4% |
$12.7K - $14.1K
|
1.88K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
74+ 5.97% |
$11.9K - $13.3K
|
1.31K
$228K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
70+ 5.37% |
$11.2K - $12.5K
|
1.37K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
64+ 1.78% |
$10.3K - $11.5K
|
3.65K
$633K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
63+ 35.2% |
$10.1K - $11.3K
|
242
$41.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
61+ 1.46% |
$9.79K - $10.9K
|
4.25K
$736K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
58+ 2.64% |
$9.31K - $10.4K
|
2.26K
$391K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
54+ 0.89% |
$8.67K - $9.67K
|
6.09K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 0.55% |
$8.51K - $9.49K
|
9.68K
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
53+ 3.67% |
$8.51K - $9.49K
|
1.5K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
52+ 2.16% |
$8.35K - $9.31K
|
2.46K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
52+ 18.91% |
$8.35K - $9.31K
|
327
$56.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$8.03K - $8.96K
|
50
$8.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
49New |
$7.87K - $8.78K
|
49
$8.49K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
44+ 0.38% |
$7.06K - $7.88K
|
11.6K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43+ 0.08% |
$6.9K - $7.7K
|
54.4K
$9.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$6.74K - $7.52K
|
42
$7.28K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
40+ 1.54% |
$6.42K - $7.16K
|
2.63K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
39+ 0.48% |
$6.26K - $6.99K
|
8.18K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
36+ 32.43% |
$5.78K - $6.45K
|
147
$25.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36+ 28.57% |
$5.78K - $6.45K
|
162
$28.1K
|