Latest Institutional Transactions on Vanguard Utilities ETF (VPU)
This table provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-63- 4.34% |
$10.1K - $11.3K
|
1.39K
$233K
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-542- 6.73% |
$87K - $97.1K
|
7.51K
$1.26M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
583New |
$93.6K - $104K
|
583
$98K
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.6KNew |
$418K - $466K
|
2.6K
$437K
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
761+ 186.52% |
$122K - $136K
|
1.17K
$196K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.75K+ 27.87% |
$442K - $493K
|
12.6K
$2.12M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-171- 1.66% |
$27.4K - $30.6K
|
10.1K
$1.7M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2K- 3.38% |
$322K - $359K
|
57.2K
$9.61M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-218- 0.06% |
$35K - $39K
|
364K
$61.2M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-810- 22.82% |
$130K - $145K
|
2.74K
$460K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.77K+ 6.17% |
$925K - $1.03M
|
99.2K
$16.7M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 10.81% |
$642 - $716
|
41
$6.89K
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-966- 0.73% |
$155K - $173K
|
131K
$22.1M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
752+ 12.18% |
$121K - $135K
|
6.93K
$1.16M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
619+ 40.38% |
$99.4K - $111K
|
2.15K
$362K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 4.36% |
$327K - $365K
|
48.8K
$8.2M
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
44+ 0.38% |
$7.06K - $7.88K
|
11.6K
$1.95M
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-592- 1.72% |
$95K - $106K
|
33.7K
$5.67M
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-33- 1.22% |
$5.3K - $5.91K
|
2.67K
$449K
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.78% |
$161 - $179
|
130
$21.8K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 1.55% |
$3.05K - $3.4K
|
1.24K
$209K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 2.38% |
$1.93K - $2.15K
|
493
$82.9K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15.9K+ 1952.89% |
$2.55M - $2.84M
|
16.7K
$2.8M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
600+ 14.3% |
$96.3K - $107K
|
4.8K
$806K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.98K- 60.83% |
$638K - $712K
|
2.56K
$430K
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-73- 0.51% |
$11.7K - $13.1K
|
14.3K
$2.41M
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.07KNew |
$332K - $370K
|
2.07K
$347K
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
200New |
$32.1K - $35.8K
|
200
$33.6K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.39% |
$3.21K - $3.58K
|
5.1K
$857K
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-11.6K- 40.36% |
$1.86M - $2.08M
|
17.1K
$2.88M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 12.97% |
$76.2K - $85.1K
|
4.14K
$695K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$963 - $1.07K
|
2.23K
$375K
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.3KNew |
$1.01M - $1.13M
|
6.3K
$1.06M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
580+ 3.74% |
$93.1K - $104K
|
16.1K
$2.71M
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 43.09% |
$304K - $339K
|
2.5K
$420K
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-797- 12.45% |
$128K - $143K
|
5.61K
$942K
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
419+ 29.86% |
$67.3K - $75K
|
1.82K
$306K
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
836+ 6.63% |
$134K - $150K
|
13.4K
$2.26M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
170New |
$27.3K - $30.4K
|
170
$28.6K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 1.52% |
$5.14K - $5.73K
|
2.14K
$359K
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.91K- 61.83% |
$627K - $700K
|
2.41K
$405K
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-24- 0.69% |
$3.85K - $4.3K
|
3.43K
$576K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.39KNew |
$224K - $250K
|
1.39K
$234K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
16.1KNew |
$2.59M - $2.89M
|
16.1K
$2.71M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
145+ 0.71% |
$23.3K - $26K
|
20.5K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 4.02% |
$28.9K - $32.2K
|
4.66K
$783K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$163K - $181K
|
1.01K
$170K
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
26.6K+ 88.75% |
$4.27M - $4.77M
|
56.6K
$9.52M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
447New |
$71.8K - $80.1K
|
447
$75.1K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-80- 0.25% |
$12.8K - $14.3K
|
32.4K
$5.45M
|