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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
34.6KNew |
$4.41M - $5.14M
|
34.6K
$5.82M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 3.74% |
$148K - $172K
|
29.9K
$5.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$115K - $134K
|
900
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
125New |
$15.9K - $18.6K
|
125
$21K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
13New |
$1.65K - $1.93K
|
13
$2.18K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.45K+ 323.46% |
$693K - $809K
|
7.13K
$1.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.91K- 9.98% |
$370K - $432K
|
26.2K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
29.6KNew |
$3.76M - $4.39M
|
29.6K
$4.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.3K- 63.54% |
$1.56M - $1.82M
|
7.05K
$1.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$7.12K - $8.32K
|
21
$3.53K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 9.18% |
$2.42K - $2.82K
|
188
$31.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
108New |
$13.7K - $16K
|
108
$18.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
20New |
$2.54K - $2.97K
|
20
$3.36K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-109- 5.33% |
$13.9K - $16.2K
|
1.94K
$325K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-100- 2.43% |
$12.7K - $14.9K
|
4.01K
$673K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.3KNew |
$1.44M - $1.68M
|
11.3K
$1.91M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32New |
$4.07K - $4.75K
|
32
$5.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
5.25KNew |
$667K - $779K
|
5.25K
$882K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11- 2.81% |
$1.4K - $1.63K
|
380
$63.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
12.7KNew |
$1.61M - $1.88M
|
12.7K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Norwood Financial Corp
|
BUY
|
- |
535+ 78.56% |
$68.1K - $79.5K
|
1.22K
$204K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$382 - $446
|
3
$504
|
|
| Q2 2023 | |||||||
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$4.2K - $4.56K
|
30
$5.04K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164New |
$23K - $24.9K
|
164
$27.6K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-882- 36.58% |
$124K - $134K
|
1.53K
$257K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
75New |
$10.5K - $11.4K
|
75
$12.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.58KNew |
$641K - $696K
|
4.58K
$769K
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-251- 12.55% |
$35.2K - $38.2K
|
1.75K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-69- 1.19% |
$9.66K - $10.5K
|
5.72K
$961K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3KNew |
$420K - $456K
|
3K
$504K
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$1.36M - $1.48M
|
9.72K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-343- 3.06% |
$48K - $52.2K
|
10.9K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.05KNew |
$707K - $768K
|
5.05K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
695New |
$97.3K - $106K
|
695
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.34% |
$140 - $152
|
296
$49.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
612+ 16.17% |
$85.7K - $93.1K
|
4.4K
$739K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 2.35% |
$7K - $7.6K
|
2.08K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
609+ 1.65% |
$85.3K - $92.6K
|
37.6K
$6.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
24New |
$3.36K - $3.65K
|
24
$4.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$7K - $7.6K
|
50
$8.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-63- 13.52% |
$8.82K - $9.58K
|
403
$67.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-695- 8.89% |
$97.3K - $106K
|
7.13K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
3.02KNew |
$423K - $459K
|
3.02K
$507K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
210+ 8.56% |
$29.4K - $31.9K
|
2.66K
$448K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3New |
$420 - $456
|
3
$504
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
70+ 1.99% |
$9.8K - $10.6K
|
3.58K
$602K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
80New |
$11.2K - $12.2K
|
80
$13.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 6.53% |
$19.7K - $21.4K
|
2.02K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 1.02% |
$2.8K - $3.04K
|
1.95K
$327K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.36KNew |
$331K - $359K
|
2.36K
$397K
|
|