Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Allied Investment Advisors, LLC

$619 Million
Q3 2025

A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 88,649 shares of VPU stock, worth $17.1 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

88,649

Previous 138,765 36.12%

Holding current value

$17.1 Million

Previous $24.5 Million 31.45%

% of portfolio

2.71%

Previous 4.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$175.25 - $189.41 $8.78 Million - $9.49 Million	-50,116 Reduced 36.12%	88,649 $16.8 Million
Q2 2025 Jul 31, 2025	BUY	$158.36 - $178.82 $264,619 - $298,808	1,671 Added 1.22%	138,765 $24.5 Million
Q1 2025 Apr 08, 2025	BUY	$161.24 - $173.33 $936,965 - $1.01 Million	5,811 Added 4.43%	137,094 $23.2 Million
Q4 2024 Jan 31, 2025	SELL	$160.52 - $179.11 $155,062 - $173,020	-966 Reduced 0.73%	131,283 $21.5 Million
Q3 2024 Oct 04, 2024	BUY	$146.64 - $174.54 $194,151 - $231,090	1,324 Added 1.01%	132,249 $23 Million

Q2 2024 Jul 12, 2024	BUY	$136.04 - $157.94 $546,608 - $634,602	4,018 Added 3.17%	130,925 $19.4 Million
Q1 2024 Apr 11, 2024	BUY	$129.56 - $142.58 $1.31 Million - $1.44 Million	10,099 Added 8.65%	126,907 $18.1 Million
Q4 2023 Jan 09, 2024	BUY	$121.65 - $142.23 $1.52 Million - $1.78 Million	12,490 Added 11.97%	116,808 $16 Million
Q3 2023 Oct 05, 2023	BUY	$127.23 - $148.54 $13.3 Million - $15.5 Million	104,318 New	104,318 $13.3 Million

Others Institutions Holding VPU

# of Institutions

700

Shares Held

13.7M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History