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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-93Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-93Closed |
$11.9K - $13.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.58KClosed |
$587K - $643K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5.19KClosed |
$666K - $730K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.82KClosed |
$234K - $256K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-40Closed |
$5.13K - $5.63K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.75KClosed |
$224K - $246K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.44KNew |
$184K - $202K
|
1.44K
$242K
|
|
|
May 06, 2021
Q1 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.7KClosed |
$219K - $240K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-981Closed |
$126K - $138K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-12Closed |
$1.54K - $1.69K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.91KClosed |
$245K - $268K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-500Closed |
$64.1K - $70.3K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-8.79KClosed |
$1.13M - $1.24M
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-3.15KClosed |
$403K - $442K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-571Closed |
$73.2K - $80.3K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-100Closed |
$13K - $14.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-301Closed |
$39.2K - $43.8K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.34KClosed |
$435K - $486K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.65KClosed |
$605K - $676K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.42KClosed |
$185K - $206K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
375New |
$48.9K - $54.6K
|
375
$63K
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11Closed |
$1.43K - $1.6K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$9.77K - $10.9K
|
75
$12.6K
|
|
|
Jan 29, 2021
Q4 2020
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-36.6KClosed |
$4.77M - $5.32M
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-28KClosed |
$3.65M - $4.07M
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.15KNew |
$410K - $458K
|
3.15K
$529K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-313Closed |
$38.8K - $42.1K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-391Closed |
$48.5K - $52.6K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-4.08KClosed |
$505K - $548K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.41KClosed |
$174K - $189K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-100Closed |
$12.4K - $13.4K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-128Closed |
$15.9K - $17.2K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-89- 1.22% |
$10.1K - $12.3K
|
7.21K
$1.21M
|
|
|
Nov 13, 2020
Q2 2020
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-11.6KClosed |
$1.32M - $1.59M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-171Closed |
$19.5K - $23.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Inherent Group, LP
New York, NY |
SELL
|
- |
-12.2KClosed |
$1.39M - $1.68M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3.88KClosed |
$442K - $536K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.94KClosed |
$221K - $268K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-20.7KClosed |
$2.36M - $2.86M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-2.34KClosed |
$267K - $323K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.72KClosed |
$196K - $238K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-2.34KClosed |
$267K - $323K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.64KClosed |
$300K - $364K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.01KClosed |
$229K - $277K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-411Closed |
$46.8K - $56.7K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-2.88KClosed |
$328K - $397K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.24KClosed |
$255K - $309K
|
0
$0
|
|