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 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
61+ 2.5% |
$8.49K - $9.54K
|
2.5K
$420K
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-206Closed |
$28.7K - $32.2K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.42KClosed |
$337K - $379K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-5.73KClosed |
$797K - $895K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.1KClosed |
$432K - $485K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-394Closed |
$54.8K - $61.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
1.37KNew |
$190K - $213K
|
1.37K
$229K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-1.88KClosed |
$262K - $294K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6New |
$835 - $938
|
6
$1.01K
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-125- 39.68% |
$17.4K - $19.6K
|
190
$31.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.58KClosed |
$220K - $247K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-125Closed |
$17.4K - $19.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-200Closed |
$27.8K - $30.5K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.54KClosed |
$215K - $236K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.09KClosed |
$152K - $167K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
75New |
$10.4K - $11.4K
|
75
$12.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-146Closed |
$20.3K - $22.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-710Closed |
$98.8K - $108K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.69KClosed |
$235K - $258K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-699Closed |
$97.3K - $107K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
400+ 160.0% |
$55.7K - $61.1K
|
650
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.88KClosed |
$401K - $440K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-396Closed |
$55.1K - $60.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-4.44KClosed |
$618K - $677K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-105Closed |
$14.6K - $16K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 10.0% |
$6.96K - $7.63K
|
450
$75.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-412Closed |
$57.3K - $62.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-34Closed |
$4.73K - $5.19K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.67KClosed |
$233K - $255K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-332Closed |
$46.2K - $50.7K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-370- 20.04% |
$51.5K - $56.5K
|
1.48K
$248K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-101Closed |
$14.1K - $15.4K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-631Closed |
$87.6K - $93.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-4.3KClosed |
$597K - $637K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
12New |
$1.67K - $1.78K
|
12
$2.02K
|
|
|
Aug 12, 2021
Q2 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-60Closed |
$8.33K - $8.88K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-53Closed |
$7.35K - $7.85K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-56Closed |
$7.77K - $8.29K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.09KClosed |
$845K - $902K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
150+ 33.33% |
$20.8K - $22.2K
|
600
$101K
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-294Closed |
$40.8K - $43.5K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-43Closed |
$5.97K - $6.37K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.27KClosed |
$1.15M - $1.22M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-100Closed |
$13.9K - $14.8K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-204Closed |
$28.3K - $30.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-87Closed |
$12.1K - $12.9K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.38K- 94.28% |
$192K - $205K
|
84
$14.1K
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
128New |
$17.8K - $19K
|
128
$21.5K
|
|
| Q1 2021 | |||||||
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.5KClosed |
$193K - $212K
|
0
$0
|
|
|
Jun 16, 2021
Q1 2021
|
Coldstream Capital Management Inc
|
SELL
|
PUT |
-1.5KClosed |
$192K - $211K
|
0
$0
|
|