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 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
454New |
$60.9K - $71.8K
|
454
$76.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.37KNew |
$989K - $1.17M
|
7.37K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.11K+ 121.71% |
$149K - $176K
|
2.02K
$340K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
110New |
$14.8K - $17.4K
|
110
$18.5K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.7KNew |
$228K - $268K
|
1.7K
$285K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-288- 0.56% |
$38.6K - $45.6K
|
51K
$8.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$10.6K - $12.5K
|
79
$13.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 2.56% |
$134 - $158
|
40
$6.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 2.73% |
$1.21K - $1.42K
|
321
$53.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$269K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
4New |
$537 - $633
|
4
$672
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.53K+ 16.77% |
$205K - $242K
|
10.6K
$1.79M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.2K- 51.64% |
$295K - $348K
|
2.06K
$346K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23+ 1.95% |
$3.09K - $3.64K
|
1.2K
$202K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
3+ 150.0% |
$403 - $474
|
5
$840
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
700New |
$93.9K - $111K
|
700
$118K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
101New |
$13.6K - $16K
|
101
$17K
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.1K- 80.12% |
$148K - $174K
|
273
$45.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
76KNew |
$10.2M - $12M
|
76K
$12.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.05KNew |
$275K - $324K
|
2.05K
$345K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.82KNew |
$244K - $288K
|
1.82K
$306K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
15+ 0.91% |
$2.01K - $2.37K
|
1.66K
$278K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
40+ 1.34% |
$5.37K - $6.33K
|
3.03K
$510K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.77KNew |
$238K - $280K
|
1.77K
$298K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
75New |
$10.1K - $11.9K
|
75
$12.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$269K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
145+ 7.51% |
$19.5K - $22.9K
|
2.08K
$349K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
542New |
$72.7K - $85.7K
|
542
$91.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-17- 4.17% |
$2.28K - $2.69K
|
391
$65.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-50- 6.33% |
$6.71K - $7.91K
|
740
$124K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$268K - $316K
|
2K
$336K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
195New |
$26.2K - $30.8K
|
195
$32.8K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-21Closed |
$2.99K - $3.56K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-6.57K- 49.92% |
$935K - $1.11M
|
6.59K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
264+ 13.85% |
$37.6K - $44.7K
|
2.17K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.4KClosed |
$484K - $577K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.6K+ 100.0% |
$228K - $272K
|
3.21K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
179+ 2.33% |
$25.5K - $30.3K
|
7.86K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
14.1KNew |
$2.01M - $2.39M
|
14.1K
$2.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 38.46% |
$711 - $847
|
8
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.2KNew |
$455K - $542K
|
3.2K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-17.4KClosed |
$2.47M - $2.94M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.9KNew |
$270K - $322K
|
1.9K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.47KNew |
$210K - $250K
|
1.47K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
$2.85K - $3.39K
|
20
$3.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
106New |
$15.1K - $18K
|
106
$17.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
39New |
$5.55K - $6.61K
|
39
$6.55K
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
38.5K+ 82.8% |
$5.48M - $6.52M
|
85K
$14.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
116+ 644.44% |
$16.5K - $19.7K
|
134
$22.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
15+ 0.69% |
$2.13K - $2.54K
|
2.18K
$367K
|
|