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 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.31KNew |
$691K - $771K
|
4.31K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3KNew |
$690K - $770K
|
4.3K
$745K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.27K+ 51.22% |
$685K - $764K
|
12.6K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.21K+ 15.52% |
$676K - $754K
|
31.4K
$5.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
4.17K+ 9.93% |
$669K - $747K
|
46.1K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.08K+ 14.71% |
$655K - $730K
|
31.8K
$5.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.91K+ 59.98% |
$627K - $700K
|
10.4K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
3.9KNew |
$625K - $698K
|
3.9K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.76KNew |
$604K - $674K
|
3.76K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.76KNew |
$604K - $674K
|
3.76K
$652K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.7KNew |
$595K - $663K
|
3.7K
$642K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.63K+ 66.35% |
$582K - $649K
|
9.09K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.25K+ 16.1% |
$521K - $582K
|
23.4K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.2KNew |
$514K - $574K
|
3.2K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.13K+ 15.92% |
$502K - $560K
|
22.8K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.12K+ 11.5% |
$500K - $558K
|
30.2K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.09K+ 41.76% |
$496K - $553K
|
10.5K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.03K+ 49.05% |
$487K - $543K
|
9.22K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.02K+ 37.05% |
$485K - $542K
|
11.2K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.01K+ 10.8% |
$483K - $539K
|
30.9K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.98KNew |
$479K - $534K
|
2.98K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.75K+ 27.87% |
$442K - $493K
|
12.6K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2.68KNew |
$429K - $479K
|
2.68K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.65KNew |
$426K - $475K
|
2.65K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.62KNew |
$421K - $469K
|
2.62K
$454K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.6KNew |
$418K - $466K
|
2.6K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 3.97% |
$399K - $445K
|
65.1K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.46KNew |
$395K - $441K
|
2.46K
$427K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.33K+ 39.99% |
$374K - $417K
|
8.15K
$1.41M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.27KNew |
$364K - $406K
|
2.27K
$393K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
2.24K+ 16.75% |
$360K - $401K
|
15.6K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.22KNew |
$357K - $398K
|
2.22K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.21KNew |
$355K - $396K
|
2.21K
$383K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.17KNew |
$348K - $388K
|
2.17K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.15K+ 179.98% |
$345K - $385K
|
3.34K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$332K - $370K
|
2.07K
$358K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 4.36% |
$327K - $365K
|
48.8K
$8.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.01KNew |
$323K - $360K
|
2.01K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.98K+ 36.2% |
$318K - $355K
|
7.45K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92K+ 18.1% |
$308K - $343K
|
12.5K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 0.89% |
$290K - $324K
|
206K
$35.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$289K - $323K
|
1.8K
$312K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.74K+ 8.15% |
$280K - $312K
|
23.1K
$4.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.72KNew |
$275K - $307K
|
1.72K
$297K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68KNew |
$270K - $302K
|
1.68K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.68KNew |
$270K - $301K
|
1.68K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.67K+ 1.46% |
$269K - $300K
|
117K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.67KNew |
$269K - $300K
|
1.67K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.66KNew |
$266K - $297K
|
1.66K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.62KNew |
$260K - $291K
|
1.62K
$281K
|