Purchases and Sales Made in Q1 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.01% |
$140 - $157
|
8.33K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $157
|
1.43K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.68% |
$140 - $157
|
149
$25.8K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.24% |
$140 - $157
|
415
$71.9K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
1+ 0.03% |
$140 - $157
|
2.88K
$499K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.59% |
$140 - $157
|
170
$29.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $157
|
2.85K
$494K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.05% |
$280 - $314
|
3.86K
$668K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.11% |
$280 - $314
|
1.83K
$316K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2- 0.03% |
$280 - $314
|
6.97K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5- 3.27% |
$699 - $785
|
148
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 0.15% |
$699 - $785
|
3.25K
$564K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-6- 0.13% |
$839 - $942
|
4.7K
$815K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7- 0.35% |
$979 - $1.1K
|
1.98K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-10- 0.47% |
$1.4K - $1.57K
|
2.13K
$369K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-12- 1.31% |
$1.68K - $1.88K
|
903
$156K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-16- 0.06% |
$2.24K - $2.51K
|
26.2K
$4.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 2.0% |
$2.38K - $2.67K
|
833
$144K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25- 0.45% |
$3.5K - $3.92K
|
5.51K
$955K
|
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
SELL
|
- |
-27- 0.23% |
$3.78K - $4.24K
|
12K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-29- 0.58% |
$4.06K - $4.55K
|
5.01K
$869K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-30- 1.5% |
$4.2K - $4.71K
|
1.97K
$341K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-37- 1.68% |
$5.18K - $5.81K
|
2.16K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 5.55% |
$5.6K - $6.28K
|
681
$118K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49- 1.47% |
$6.85K - $7.69K
|
3.29K
$570K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-50- 40.32% |
$6.99K - $7.85K
|
74
$12.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-50- 8.4% |
$6.99K - $7.85K
|
545
$94.4K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-51- 0.5% |
$7.13K - $8K
|
10.1K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-51- 3.57% |
$7.13K - $8K
|
1.38K
$239K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-59- 4.27% |
$8.25K - $9.26K
|
1.32K
$229K
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-60- 0.66% |
$8.39K - $9.42K
|
9.01K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64- 0.5% |
$8.95K - $10K
|
12.7K
$2.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-73- 2.59% |
$10.2K - $11.5K
|
2.75K
$476K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-77- 2.77% |
$10.8K - $12.1K
|
2.7K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-77- 2.77% |
$10.8K - $12.1K
|
2.7K
$469K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-78- 2.25% |
$10.9K - $12.2K
|
3.38K
$586K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-80- 85.11% |
$11.2K - $12.6K
|
14
$2.43K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-80- 0.8% |
$11.2K - $12.6K
|
9.9K
$1.72M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-85- 3.82% |
$11.9K - $13.3K
|
2.14K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-89- 3.95% |
$12.5K - $14K
|
2.16K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-93- 3.25% |
$13K - $14.6K
|
2.77K
$479K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 2.09% |
$14K - $15.7K
|
4.68K
$811K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-100- 18.98% |
$14K - $15.7K
|
427
$74K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 5.59% |
$14K - $15.7K
|
1.69K
$293K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-106- 3.97% |
$14.8K - $16.6K
|
2.56K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-111- 2.41% |
$15.5K - $17.4K
|
4.49K
$778K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 46.28% |
$15.7K - $17.6K
|
130
$22.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-120- 6.6% |
$16.8K - $18.8K
|
1.7K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-121- 2.86% |
$16.9K - $19K
|
4.11K
$713K
|