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 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$54.7K - $64K
|
450
$75.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6KNew |
$1.41M - $1.64M
|
11.6K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.08K+ 196.19% |
$132K - $154K
|
1.63K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 6.65% |
$22.7K - $26.6K
|
2.62K
$441K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
90New |
$10.9K - $12.8K
|
90
$15.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.7K- 50.0% |
$207K - $242K
|
1.7K
$286K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
443+ 8860.0% |
$53.9K - $63K
|
448
$75.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.57K+ 475.26% |
$1.16M - $1.36M
|
11.6K
$1.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
140+ 254.55% |
$17K - $19.9K
|
195
$32.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-29- 8.55% |
$3.53K - $4.12K
|
310
$52.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5.52K- 66.39% |
$671K - $785K
|
2.79K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-683- 24.07% |
$83.1K - $97.1K
|
2.15K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100New |
$12.2K - $14.2K
|
100
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
29.2KNew |
$3.55M - $4.15M
|
29.2K
$4.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-127- 6.53% |
$15.4K - $18.1K
|
1.82K
$306K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-576- 10.56% |
$70.1K - $81.9K
|
4.88K
$820K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.73KNew |
$210K - $245K
|
1.73K
$290K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
80New |
$9.73K - $11.4K
|
80
$13.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
35New |
$4.26K - $4.98K
|
35
$5.88K
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 55.01% |
$535K - $625K
|
3.6K
$604K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 14.29% |
$122 - $142
|
8
$1.34K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
38.4KNew |
$4.67M - $5.46M
|
38.4K
$6.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-473- 20.52% |
$57.5K - $67.3K
|
1.83K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.42KNew |
$294K - $344K
|
2.42K
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.72KNew |
$331K - $387K
|
2.72K
$457K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93K- 53.99% |
$235K - $275K
|
1.65K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Lincoln Capital Corp
|
BUY
|
- |
9.36K+ 363.61% |
$1.14M - $1.33M
|
11.9K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
600+ 600.0% |
$73K - $85.3K
|
700
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
200+ 40.0% |
$24.3K - $28.4K
|
700
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 41.27% |
$6.33K - $7.4K
|
74
$12.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 3.45% |
$17.9K - $20.9K
|
4.11K
$690K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.4K- 63.26% |
$1.51M - $1.76M
|
7.19K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-147- 37.03% |
$17.9K - $20.9K
|
250
$42K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
47.1K+ 1932.49% |
$5.99M - $7M
|
49.6K
$8.33M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80New |
$10.2K - $11.9K
|
80
$13.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.01KNew |
$256K - $299K
|
2.01K
$338K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
420New |
$53.4K - $62.4K
|
420
$70.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
27+ 81.82% |
$3.44K - $4.01K
|
60
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-35.6K- 46.23% |
$4.53M - $5.29M
|
41.4K
$6.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-394- 19.56% |
$50.1K - $58.5K
|
1.62K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.2KNew |
$534K - $624K
|
4.2K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.5K- 41.92% |
$2.61M - $3.05M
|
28.4K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-952- 7.31% |
$121K - $141K
|
12.1K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
190New |
$24.2K - $28.2K
|
190
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-10- 0.58% |
$1.27K - $1.49K
|
1.7K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$2.04K - $2.38K
|
16
$2.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4K+ 119.4% |
$509K - $594K
|
7.35K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-87- 1.74% |
$11.1K - $12.9K
|
4.92K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
28+ 1.67% |
$3.56K - $4.16K
|
1.7K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$6.62K - $7.72K
|
52
$8.74K
|
|