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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-473- 16.44% |
$64.3K - $74.7K
|
2.4K
$404K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$231K - $268K
|
1.7K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-69- 3.88% |
$9.39K - $10.9K
|
1.71K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-140- 52.63% |
$19K - $22.1K
|
126
$21.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.86K+ 1.74% |
$254K - $294K
|
109K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-100- 12.12% |
$13.6K - $15.8K
|
725
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 6.66% |
$13.6K - $15.8K
|
1.4K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-815- 54.52% |
$111K - $129K
|
680
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.46KNew |
$198K - $230K
|
1.46K
$245K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.26KNew |
$172K - $199K
|
1.26K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
241+ 12.79% |
$32.8K - $38.1K
|
2.13K
$357K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-700- 11.19% |
$95.2K - $111K
|
5.56K
$934K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
781+ 41.9% |
$106K - $123K
|
2.65K
$445K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500+ 877.19% |
$68K - $79K
|
557
$93.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$2.72K - $3.16K
|
20
$3.36K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-740- 98.67% |
$101K - $117K
|
10
$1.68K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 3.42% |
$13.6K - $15.8K
|
3.02K
$508K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 20.63% |
$8.84K - $10.3K
|
250
$42K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-98- 1.74% |
$13.3K - $15.5K
|
5.55K
$932K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
980New |
$133K - $155K
|
980
$165K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.38M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.6K- 45.89% |
$207K - $227K
|
1.88K
$316K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
750+ 21.68% |
$97.2K - $107K
|
4.21K
$708K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187+ 135.51% |
$24.2K - $26.7K
|
325
$54.6K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
258New |
$33.4K - $36.8K
|
258
$43.4K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 86.02% |
$51.8K - $57K
|
65
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.48KNew |
$192K - $212K
|
1.48K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
81New |
$10.5K - $11.5K
|
81
$13.6K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
215New |
$27.9K - $30.7K
|
215
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.4KNew |
$1.73M - $1.9M
|
13.4K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
267New |
$34.6K - $38.1K
|
267
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-197K- 69.25% |
$25.5M - $28M
|
87.3K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.41KNew |
$182K - $200K
|
1.41K
$236K
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.75M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-100- 5.76% |
$13K - $14.3K
|
1.64K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59K+ 195.47% |
$7.64M - $8.41M
|
89.1K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.9K+ 750.64% |
$9.32M - $10.3M
|
81.5K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 53.78% |
$314K - $345K
|
2.08K
$350K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 70.26% |
$38.9K - $42.8K
|
127
$21.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.33KNew |
$173K - $190K
|
1.33K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
16New |
$2.07K - $2.28K
|
16
$2.69K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
69+ 2.13% |
$8.94K - $9.84K
|
3.31K
$556K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-222- 47.13% |
$28.8K - $31.7K
|
249
$41.8K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.94% |
$259 - $285
|
210
$35.3K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3KNew |
$389K - $428K
|
3K
$504K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1+ 33.33% |
$130 - $143
|
4
$672
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.81K- 74.84% |
$882K - $970K
|
2.29K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
1.63KNew |
$211K - $232K
|
1.63K
$273K
|
|