Purchases and Sales Made in Q2 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.31K- 6.22% |
$324K - $352K
|
34.9K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.51K- 10.1% |
$352K - $382K
|
22.4K
$3.88M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.84K- 51.48% |
$397K - $431K
|
2.67K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.85K- 84.67% |
$398K - $433K
|
515
$89.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3K- 37.97% |
$420K - $456K
|
4.9K
$849K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.29K- 33.14% |
$461K - $501K
|
6.65K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.32K- 16.02% |
$465K - $505K
|
17.4K
$3.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.48K- 10.65% |
$488K - $530K
|
29.2K
$5.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.52K- 37.7% |
$492K - $535K
|
5.81K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
SELL
|
- |
-3.54K- 10.83% |
$495K - $538K
|
29.1K
$5.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.54K- 0.4% |
$496K - $538K
|
875K
$152M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.96K- 20.85% |
$554K - $601K
|
15K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.97K- 1.92% |
$555K - $603K
|
202K
$35M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4K- 97.56% |
$560K - $608K
|
100
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.11K- 7.05% |
$576K - $625K
|
54.2K
$9.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.31K- 53.86% |
$604K - $655K
|
3.69K
$640K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.6K- 41.34% |
$644K - $699K
|
6.52K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.81K- 13.42% |
$674K - $732K
|
31.1K
$5.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.14K- 11.97% |
$720K - $782K
|
37.8K
$6.55M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.35K- 19.91% |
$749K - $813K
|
21.5K
$3.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.58K- 11.78% |
$782K - $849K
|
41.8K
$7.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7.88K- 27.12% |
$1.1M - $1.2M
|
21.2K
$3.67M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 48.49% |
$1.13M - $1.22M
|
8.56K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.06K- 48.49% |
$1.13M - $1.22M
|
8.56K
$1.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.11K- 39.32% |
$1.14M - $1.23M
|
12.5K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.3K- 31.63% |
$1.16M - $1.26M
|
17.9K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.44K- 11.63% |
$1.18M - $1.28M
|
64.1K
$11.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8.93K- 99.72% |
$1.25M - $1.36M
|
25
$4.33K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.22K- 5.17% |
$1.29M - $1.4M
|
169K
$29.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.7K- 4.09% |
$1.36M - $1.47M
|
228K
$39.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10K- 42.84% |
$1.41M - $1.53M
|
13.4K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 5.67% |
$1.56M - $1.7M
|
186K
$32.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.3K- 8.53% |
$1.58M - $1.72M
|
121K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-11.4K- 34.74% |
$1.6M - $1.73M
|
21.4K
$3.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.4K- 86.61% |
$1.6M - $1.74M
|
1.77K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 19.86% |
$1.61M - $1.75M
|
46.5K
$8.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.5K- 6.84% |
$1.76M - $1.91M
|
171K
$29.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.2K- 45.62% |
$1.84M - $2M
|
15.7K
$2.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 2.52% |
$2.15M - $2.34M
|
595K
$103M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.3K- 70.79% |
$2.28M - $2.48M
|
6.72K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.8K- 59.45% |
$2.35M - $2.56M
|
11.5K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 34.15% |
$2.51M - $2.73M
|
34.6K
$5.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20K- 90.85% |
$2.81M - $3.05M
|
2.02K
$350K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-21.6K- 86.11% |
$3.02M - $3.28M
|
3.48K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-39.7K- 99.28% |
$5.56M - $6.04M
|
290
$50.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-324K- 97.79% |
$45.4M - $49.3M
|
7.31K
$1.27M
|