Latest Institutional Purchases of Vanguard Utilities ETF (VPU)
This list provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
30New |
$4.2K - $4.56K
|
30
$5.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
24New |
$3.36K - $3.65K
|
24
$4.16K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3New |
$420 - $456
|
3
$520
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.34% |
$140 - $152
|
296
$51.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 04, 2023
Q1 2023
|
Polianta LTD
|
BUY
|
- |
30.3K+ 99.67% |
$4.24M - $4.76M
|
60.7K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.2KNew |
$868K - $974K
|
6.2K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.93K+ 20.82% |
$830K - $931K
|
34.4K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.55KNew |
$357K - $400K
|
2.55K
$442K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.7K+ 569.8% |
$238K - $267K
|
2K
$346K
|
|
|
Apr 12, 2023
Q1 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.57KNew |
$219K - $246K
|
1.57K
$271K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.5KNew |
$209K - $235K
|
1.5K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$202K - $227K
|
1.45K
$250K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.44KNew |
$201K - $226K
|
1.44K
$249K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
645New |
$90.2K - $101K
|
645
$112K
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
500+ 10.42% |
$69.9K - $78.5K
|
5.3K
$918K
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
437+ 20.12% |
$61.1K - $68.6K
|
2.61K
$452K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
433New |
$60.6K - $68K
|
433
$75K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
253+ 96.93% |
$35.4K - $39.7K
|
514
$89.1K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
235New |
$32.9K - $36.9K
|
235
$40.7K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
200New |
$28K - $31.4K
|
200
$34.7K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
49New |
$6.85K - $7.69K
|
49
$8.49K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34New |
$4.76K - $5.34K
|
34
$5.89K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
17+ 0.59% |
$2.38K - $2.67K
|
2.9K
$502K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
13+ 81.25% |
$1.82K - $2.04K
|
29
$5.03K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $157
|
1.43K
$248K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
76KNew |
$10.2M - $12M
|
76K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
40.5KNew |
$5.44M - $6.41M
|
40.5K
$7.02M
|
|
|
Jan 11, 2024
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
15.6KNew |
$2.09M - $2.47M
|
15.6K
$2.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
12.4K+ 4.41% |
$1.67M - $1.96M
|
294K
$50.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.37KNew |
$989K - $1.17M
|
7.37K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.25KNew |
$301K - $355K
|
2.25K
$389K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
2.05KNew |
$275K - $324K
|
2.05K
$355K
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2KNew |
$268K - $316K
|
2K
$347K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.82KNew |
$244K - $288K
|
1.82K
$315K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
1.77KNew |
$238K - $280K
|
1.77K
$307K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.7KNew |
$228K - $268K
|
1.7K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.68KNew |
$225K - $265K
|
1.68K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6KNew |
$215K - $253K
|
1.6K
$277K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.53K+ 16.77% |
$205K - $242K
|
10.6K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.11K+ 121.71% |
$149K - $176K
|
2.02K
$350K
|
|
|
Jan 30, 2023
Q4 2022
|
Progressive Investment Management Corp
|
BUY
|
- |
700New |
$93.9K - $111K
|
700
$121K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
574New |
$77K - $90.8K
|
574
$99.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
542New |
$72.7K - $85.7K
|
542
$93.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
454New |
$60.9K - $71.8K
|
454
$78.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
420New |
$56.4K - $66.4K
|
420
$72.8K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
348New |
$46.7K - $55K
|
348
$60.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
330New |
$44.3K - $52.2K
|
330
$57.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
195New |
$26.2K - $30.8K
|
195
$33.8K
|
|