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, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 0.55% |
$8.51K - $9.49K
|
9.68K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34- 0.68% |
$5.46K - $6.09K
|
4.94K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
79+ 2.11% |
$12.7K - $14.1K
|
3.83K
$652K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 6.78% |
$14.6K - $16.3K
|
1.43K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.09K+ 41.76% |
$496K - $553K
|
10.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81K+ 0.89% |
$290K - $324K
|
206K
$35.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
254+ 5.59% |
$40.8K - $45.5K
|
4.8K
$818K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
479+ 10.43% |
$76.9K - $85.8K
|
5.07K
$864K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-98- 4.82% |
$15.7K - $17.6K
|
1.93K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.08K+ 14.71% |
$655K - $730K
|
31.8K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
244New |
$39.2K - $43.7K
|
244
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.84K- 15.61% |
$296K - $330K
|
9.96K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.49K+ 3.97% |
$399K - $445K
|
65.1K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
447+ 4.11% |
$71.8K - $80.1K
|
11.3K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.4K+ 15.19% |
$1.84M - $2.05M
|
86.7K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
314+ 19.82% |
$50.4K - $56.2K
|
1.9K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17.3K+ 12.36% |
$2.77M - $3.1M
|
157K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
164+ 11.59% |
$26.3K - $29.4K
|
1.58K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140+ 2.54% |
$22.5K - $25.1K
|
5.66K
$965K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
622New |
$99.8K - $111K
|
622
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
163New |
$26.2K - $29.2K
|
163
$27.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-67- 7.7% |
$10.8K - $12K
|
803
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.23K- 32.26% |
$358K - $399K
|
4.68K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.45K+ 70.13% |
$714K - $797K
|
10.8K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.97K+ 3.01% |
$958K - $1.07M
|
204K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.94% |
$161 - $179
|
107
$18.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.2K+ 12.67% |
$1.64M - $1.83M
|
91K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.21K+ 21.74% |
$1.32M - $1.47M
|
45.9K
$7.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.89K+ 40.96% |
$1.59M - $1.77M
|
34K
$5.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
300+ 300.0% |
$48.2K - $53.7K
|
400
$68.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
122+ 39.35% |
$19.6K - $21.9K
|
432
$73.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 31.53% |
$260K - $290K
|
3.52K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-348- 16.1% |
$55.9K - $62.3K
|
1.81K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
222New |
$35.6K - $39.8K
|
222
$37.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 10.93% |
$166K - $186K
|
8.45K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-7- 87.5% |
$1.12K - $1.25K
|
1
$170
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.27K+ 51.22% |
$685K - $764K
|
12.6K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
313+ 6.04% |
$50.2K - $56.1K
|
5.49K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
123New |
$19.7K - $22K
|
123
$21K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
220+ 74.32% |
$35.3K - $39.4K
|
516
$87.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-580- 17.68% |
$93.1K - $104K
|
2.7K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
270+ 3.75% |
$43.3K - $48.4K
|
7.47K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.44% |
$2.89K - $3.22K
|
4.05K
$689K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.92% |
$4.01K - $4.48K
|
2.75K
$469K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
64+ 1.78% |
$10.3K - $11.5K
|
3.65K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-994- 90.04% |
$160K - $178K
|
110
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
220+ 2.33% |
$35.3K - $39.4K
|
9.65K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
249+ 2.86% |
$40K - $44.6K
|
8.96K
$1.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-646- 12.35% |
$104K - $116K
|
4.59K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-93- 4.27% |
$14.9K - $16.7K
|
2.09K
$355K
|