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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
249+ 5.24% |
$36.5K - $43.5K
|
5K
$843K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
123+ 15.36% |
$18K - $21.5K
|
924
$156K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.25K+ 20.64% |
$183K - $218K
|
7.29K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
580+ 69.46% |
$85.1K - $101K
|
1.42K
$239K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 20.81% |
$150K - $178K
|
5.92K
$999K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-3.19K- 70.58% |
$468K - $557K
|
1.33K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
91+ 64.54% |
$13.3K - $15.9K
|
232
$39.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17+ 0.36% |
$2.49K - $2.97K
|
4.7K
$792K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 7.97% |
$1.65M - $1.97M
|
153K
$25.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.03K- 9.2% |
$737K - $878K
|
49.7K
$8.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 24.12% |
$2.82M - $3.36M
|
99.1K
$16.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
800New |
$117K - $140K
|
800
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-387- 4.53% |
$56.7K - $67.5K
|
8.16K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
134+ 86.45% |
$19.6K - $23.4K
|
289
$48.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.32KNew |
$194K - $231K
|
1.32K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
105+ 2.69% |
$15.4K - $18.3K
|
4.01K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.41K- 36.31% |
$646K - $769K
|
7.73K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 24.14% |
$58.5K - $69.6K
|
1.25K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-445- 46.94% |
$65.3K - $77.7K
|
503
$84.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.14KNew |
$167K - $199K
|
1.14K
$192K
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-69.9K- 6.33% |
$10.2M - $12.2M
|
1.03M
$174M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-64- 4.4% |
$9.38K - $11.2K
|
1.39K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 1.54% |
$147 - $175
|
66
$11.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 710.3% |
$172K - $205K
|
1.34K
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-615- 2.46% |
$90.2K - $107K
|
24.4K
$4.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$733 - $873
|
5
$843
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.94K+ 25.18% |
$284K - $338K
|
9.62K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
71+ 2.43% |
$10.4K - $12.4K
|
3K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 70.0% |
$5.13K - $6.11K
|
15
$2.53K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-805- 7.0% |
$118K - $141K
|
10.7K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.19KNew |
$175K - $208K
|
1.19K
$201K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.71KNew |
$544K - $648K
|
3.71K
$626K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.5KNew |
$366K - $436K
|
2.5K
$421K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 99.0% |
$14.5K - $17.3K
|
1
$169
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-869- 34.05% |
$127K - $152K
|
1.68K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.71K- 28.07% |
$398K - $474K
|
6.95K
$1.17M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$60.4K
|
|
| Q2 2024 | |||||||
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
851+ 39.97% |
$116K - $134K
|
2.98K
$503K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10K- 32.53% |
$1.37M - $1.59M
|
20.8K
$3.52M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 99.45% |
$494K - $574K
|
20
$3.37K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
11.6KNew |
$1.57M - $1.82M
|
11.6K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-29- 20.71% |
$3.95K - $4.58K
|
111
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635New |
$86.4K - $100K
|
635
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$1.72M - $2M
|
12.6K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
68.6KNew |
$9.33M - $10.8M
|
68.6K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.79KNew |
$651K - $756K
|
4.79K
$807K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 29.75% |
$138K - $160K
|
4.41K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.6K+ 226.22% |
$1.85M - $2.15M
|
19.6K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$8.94K
|
|