Latest Institutional Sells of Vanguard Utilities ETF (VPU)
This list provides information on the latest institutional transactions involving Vanguard Utilities ETF (VPU) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-869- 34.05% |
$127K - $152K
|
1.68K
$292K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-805- 7.0% |
$118K - $141K
|
10.7K
$1.85M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-487- 8.89% |
$71.4K - $85K
|
4.99K
$865K
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-485- 4.86% |
$71.1K - $84.7K
|
9.5K
$1.65M
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-445- 46.94% |
$65.3K - $77.7K
|
503
$87.2K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-435- 6.47% |
$63.8K - $75.9K
|
6.29K
$1.09M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-406- 2.41% |
$59.5K - $70.9K
|
16.5K
$2.85M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-399- 24.14% |
$58.5K - $69.6K
|
1.25K
$217K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-343- 94.49% |
$50.3K - $59.9K
|
20
$3.47K
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-306- 66.67% |
$44.9K - $53.4K
|
153
$26.5K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-170- 4.5% |
$24.9K - $29.7K
|
3.61K
$625K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-163- 74.77% |
$23.9K - $28.5K
|
55
$9.53K
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-118- 49.79% |
$17.3K - $20.6K
|
119
$20.6K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-99- 99.0% |
$14.5K - $17.3K
|
1
$173
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 2.66% |
$12.6K - $15K
|
3.14K
$545K
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-68- 2.47% |
$9.97K - $11.9K
|
2.69K
$466K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-60- 19.48% |
$8.8K - $10.5K
|
248
$43K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 70.0% |
$5.13K - $6.11K
|
15
$2.6K
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-17- 4.53% |
$2.49K - $2.97K
|
358
$62K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-10K- 32.53% |
$1.37M - $1.59M
|
20.8K
$3.61M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.33K- 97.7% |
$1.27M - $1.47M
|
220
$38.1K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.63K- 99.45% |
$494K - $574K
|
20
$3.47K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.07K- 35.54% |
$145K - $169K
|
1.94K
$335K
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-877- 11.45% |
$119K - $139K
|
6.78K
$1.18M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-815- 54.52% |
$111K - $129K
|
680
$118K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-740- 98.67% |
$101K - $117K
|
10
$1.73K
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-700- 11.19% |
$95.2K - $111K
|
5.56K
$963K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-473- 16.44% |
$64.3K - $74.7K
|
2.4K
$417K
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 6.66% |
$13.6K - $15.8K
|
1.4K
$243K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-98- 1.74% |
$13.3K - $15.5K
|
5.55K
$961K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-79- 29.59% |
$10.7K - $12.5K
|
188
$32.6K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-69- 3.88% |
$9.39K - $10.9K
|
1.71K
$296K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-65- 34.21% |
$8.84K - $10.3K
|
125
$21.7K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65- 20.63% |
$8.84K - $10.3K
|
250
$43.3K
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-6- 7.06% |
$816 - $948
|
79
$13.7K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-197K- 69.25% |
$25.5M - $28M
|
87.3K
$15.1M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.81K- 74.84% |
$882K - $970K
|
2.29K
$396K
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.42K- 53.78% |
$314K - $345K
|
2.08K
$360K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.6K- 45.89% |
$207K - $227K
|
1.88K
$326K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-743- 59.77% |
$96.3K - $106K
|
500
$86.6K
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-400- 86.02% |
$51.8K - $57K
|
65
$11.3K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 70.26% |
$38.9K - $42.8K
|
127
$22K
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-297- 7.92% |
$38.5K - $42.3K
|
3.45K
$598K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-222- 47.13% |
$28.8K - $31.7K
|
249
$43.1K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 34.16% |
$17.7K - $19.5K
|
264
$45.7K
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-100- 5.76% |
$13K - $14.3K
|
1.64K
$283K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 26.67% |
$13K - $14.3K
|
275
$47.7K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-92- 16.67% |
$11.9K - $13.1K
|
460
$79.7K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-56- 10.07% |
$7.26K - $7.98K
|
500
$86.6K
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-50- 62.5% |
$6.48K - $7.13K
|
30
$5.2K
|