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 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
181+ 12.22% |
$25.6K - $30.2K
|
1.66K
$279K
|
|
|
Jul 20, 2022
Q2 2022
|
Hall Private Wealth Advisors
|
SELL
|
- |
-117- 3.29% |
$16.5K - $19.5K
|
3.44K
$577K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
837+ 54.0% |
$118K - $140K
|
2.39K
$401K
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-96Closed |
$13.6K - $16K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.57KClosed |
$222K - $262K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
50+ 19.69% |
$7.07K - $8.35K
|
304
$51.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
SELL
|
- |
-800- 8.78% |
$113K - $134K
|
8.31K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
37New |
$5.23K - $6.18K
|
37
$6.22K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-852Closed |
$121K - $142K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
65New |
$9.19K - $10.9K
|
65
$10.9K
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
153New |
$21.7K - $24.8K
|
153
$25.7K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-65Closed |
$9.21K - $10.5K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-20Closed |
$2.83K - $3.24K
|
0
$0
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
101New |
$14.3K - $16.4K
|
101
$17K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
7.5KNew |
$1.06M - $1.22M
|
7.5K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-248Closed |
$35.1K - $40.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-5Closed |
$708 - $810
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-870Closed |
$123K - $141K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-5.14KClosed |
$728K - $833K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-24- 0.61% |
$3.4K - $3.89K
|
3.9K
$656K
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
1.71KNew |
$243K - $278K
|
1.71K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35Closed |
$4.96K - $5.67K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-137- 52.29% |
$19.4K - $22.2K
|
125
$21K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-12Closed |
$1.7K - $1.94K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-2Closed |
$283 - $324
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-180- 11.98% |
$25.5K - $29.2K
|
1.32K
$222K
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-300- 14.56% |
$42.5K - $48.6K
|
1.76K
$296K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 12.5% |
$10.6K - $12.2K
|
525
$88.2K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-110Closed |
$15.6K - $17.8K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.4KClosed |
$340K - $389K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-8.1KClosed |
$1.15M - $1.31M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
573+ 2292.0% |
$81.2K - $92.8K
|
598
$100K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-34Closed |
$4.82K - $5.51K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-868Closed |
$123K - $141K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-8Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 40.0% |
$283 - $324
|
3
$504
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-22Closed |
$3.12K - $3.56K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-100Closed |
$14.2K - $16.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.3KClosed |
$320K - $360K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-27.6KClosed |
$3.84M - $4.32M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-180Closed |
$25.1K - $28.2K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-209Closed |
$29.1K - $32.7K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$2.92K - $3.28K
|
21
$3.53K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-472Closed |
$65.7K - $73.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-57Closed |
$7.93K - $8.91K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-226Closed |
$31.5K - $35.3K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.35KClosed |
$327K - $367K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
40New |
$5.57K - $6.26K
|
40
$6.72K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
100+ 2.0% |
$13.9K - $15.6K
|
5.11K
$858K
|
|