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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-953- 33.21% |
$133K - $145K
|
1.92K
$322K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-363- 18.46% |
$50.8K - $55.2K
|
1.6K
$269K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.67% |
$56K - $60.8K
|
59.7K
$10M
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-6.6K- 61.68% |
$923K - $1.04M
|
4.1K
$689K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 10.42% |
$69.9K - $78.5K
|
5.3K
$891K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.01K- 19.53% |
$421K - $472K
|
12.4K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-112- 46.28% |
$15.7K - $17.6K
|
130
$21.8K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.55KNew |
$357K - $400K
|
2.55K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$202K - $227K
|
1.45K
$243K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
433New |
$60.6K - $68K
|
433
$72.8K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.93K+ 20.82% |
$830K - $931K
|
34.4K
$5.79M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 46.46% |
$1.5M - $1.68M
|
12.4K
$2.08M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.7K+ 569.8% |
$238K - $267K
|
2K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$6.85K - $7.69K
|
49
$8.23K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-100- 5.59% |
$14K - $15.7K
|
1.69K
$284K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$28K - $31.4K
|
200
$33.6K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-173- 98.86% |
$24.2K - $27.2K
|
2
$336
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
235New |
$32.9K - $36.9K
|
235
$39.5K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34New |
$4.76K - $5.34K
|
34
$5.71K
|
|
|
May 03, 2023
Q1 2023
|
Pariax, LLC
|
SELL
|
- |
-27- 0.23% |
$3.78K - $4.24K
|
12K
$2.01M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $157
|
1.43K
$241K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.44KNew |
$201K - $226K
|
1.44K
$242K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645New |
$90.2K - $101K
|
645
$108K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-412- 11.66% |
$57.6K - $64.7K
|
3.12K
$525K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
13+ 81.25% |
$1.82K - $2.04K
|
29
$4.87K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.59% |
$2.38K - $2.67K
|
2.9K
$487K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.2KNew |
$868K - $974K
|
6.2K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-77- 2.77% |
$10.8K - $12.1K
|
2.7K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.42K- 33.85% |
$198K - $222K
|
2.77K
$465K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
437+ 20.12% |
$61.1K - $68.6K
|
2.61K
$438K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
253+ 96.93% |
$35.4K - $39.7K
|
514
$86.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-245- 14.76% |
$34.3K - $38.5K
|
1.42K
$238K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.57KNew |
$219K - $246K
|
1.57K
$263K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.5KNew |
$209K - $235K
|
1.5K
$252K
|
|
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
30.3K+ 99.67% |
$4.24M - $4.76M
|
60.7K
$10.2M
|
|
| Q4 2022 | |||||||
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.09M - $2.47M
|
15.6K
$2.62M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-65.2KClosed |
$8.74M - $10.3M
|
0
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
330New |
$44.3K - $52.2K
|
330
$55.5K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
574New |
$77K - $90.8K
|
574
$96.5K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$46.7K - $55K
|
348
$58.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$13.4K - $15.8K
|
100
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-160- 40.0% |
$21.5K - $25.3K
|
240
$40.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.68KNew |
$225K - $265K
|
1.68K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
92New |
$12.3K - $14.6K
|
92
$15.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
420New |
$56.4K - $66.4K
|
420
$70.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
40.5KNew |
$5.44M - $6.41M
|
40.5K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.25KNew |
$301K - $355K
|
2.25K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.4K+ 4.41% |
$1.67M - $1.96M
|
294K
$49.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
30+ 1.74% |
$4.03K - $4.74K
|
1.76K
$295K
|
|