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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81+ 69.83% |
$11.9K - $14.1K
|
197
$34.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
68New |
$9.97K - $11.9K
|
68
$11.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
67+ 4.68% |
$9.82K - $11.7K
|
1.5K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
47+ 0.76% |
$6.89K - $8.2K
|
6.23K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
30New |
$4.4K - $5.24K
|
30
$5.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
27New |
$3.96K - $4.71K
|
27
$4.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.78% |
$3.67K - $4.36K
|
3.23K
$560K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$2.93K - $3.49K
|
20
$3.47K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
17+ 0.36% |
$2.49K - $2.97K
|
4.7K
$814K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15New |
$2.2K - $2.62K
|
15
$2.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
14New |
$2.05K - $2.44K
|
14
$2.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
12New |
$1.76K - $2.09K
|
12
$2.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
10+ 20.0% |
$1.47K - $1.75K
|
60
$10.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10+ 0.24% |
$1.47K - $1.75K
|
4.13K
$715K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5New |
$733 - $873
|
5
$866
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2+ 0.76% |
$293 - $349
|
264
$45.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.04% |
$147 - $175
|
2.6K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 1.54% |
$147 - $175
|
66
$11.4K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
68.6KNew |
$9.33M - $10.8M
|
68.6K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.76KNew |
$376K - $436K
|
2.76K
$479K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
BUY
|
- |
1.86K+ 1.74% |
$254K - $294K
|
109K
$18.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
$231K - $268K
|
1.7K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.51KNew |
$205K - $238K
|
1.51K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.48KNew |
$201K - $233K
|
1.48K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
1.46KNew |
$198K - $230K
|
1.46K
$253K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.36K+ 19.95% |
$185K - $215K
|
8.19K
$1.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $215K
|
1.36K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.26KNew |
$172K - $199K
|
1.26K
$219K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.14K+ 4222.22% |
$155K - $180K
|
1.17K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 29.75% |
$138K - $160K
|
4.41K
$764K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
980New |
$133K - $155K
|
980
$170K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
851+ 39.97% |
$116K - $134K
|
2.98K
$516K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
781+ 41.9% |
$106K - $123K
|
2.65K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
635New |
$86.4K - $100K
|
635
$110K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500+ 877.19% |
$68K - $79K
|
557
$96.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250New |
$34K - $39.5K
|
250
$43.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
241+ 12.79% |
$32.8K - $38.1K
|
2.13K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
194New |
$26.4K - $30.6K
|
194
$33.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 38.46% |
$13.6K - $15.8K
|
360
$62.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 3.42% |
$13.6K - $15.8K
|
3.02K
$523K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$12.2K - $14.2K
|
90
$15.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
53New |
$7.21K - $8.37K
|
53
$9.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.72% |
$6.8K - $7.9K
|
2.96K
$513K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
50+ 0.77% |
$6.8K - $7.9K
|
6.54K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20New |
$2.72K - $3.16K
|
20
$3.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
71.9K+ 750.64% |
$9.32M - $10.3M
|
81.5K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
59K+ 195.47% |
$7.64M - $8.41M
|
89.1K
$15.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16KNew |
$2.07M - $2.28M
|
16K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
10.4KNew |
$1.35M - $1.48M
|
10.4K
$1.8M
|
|