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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-9- 0.52% |
$1.17K - $1.28K
|
1.72K
$298K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7- 0.3% |
$907 - $998
|
2.35K
$408K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2- 0.94% |
$259 - $285
|
210
$36.4K
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.34% |
$130 - $143
|
289
$50.1K
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-12.4K- 63.26% |
$1.51M - $1.76M
|
7.19K
$1.25M
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-5.52K- 66.39% |
$671K - $785K
|
2.79K
$484K
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 55.01% |
$535K - $625K
|
3.6K
$623K
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-2.37K- 6.51% |
$289K - $338K
|
34.1K
$5.91M
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.93K- 53.99% |
$235K - $275K
|
1.65K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.7K- 50.0% |
$207K - $242K
|
1.7K
$295K
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-683- 24.07% |
$83.1K - $97.1K
|
2.15K
$373K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-576- 10.56% |
$70.1K - $81.9K
|
4.88K
$845K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-474- 23.24% |
$57.7K - $67.4K
|
1.57K
$271K
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-473- 20.52% |
$57.5K - $67.3K
|
1.83K
$317K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-453- 8.64% |
$55.1K - $64.4K
|
4.79K
$830K
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-250- 10.14% |
$30.4K - $35.6K
|
2.22K
$384K
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-187- 6.65% |
$22.7K - $26.6K
|
2.62K
$455K
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-147- 3.45% |
$17.9K - $20.9K
|
4.11K
$712K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-147- 37.03% |
$17.9K - $20.9K
|
250
$43.3K
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-127- 6.53% |
$15.4K - $18.1K
|
1.82K
$315K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-112- 81.75% |
$13.6K - $15.9K
|
25
$4.33K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-52- 41.27% |
$6.33K - $7.4K
|
74
$12.8K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-21- 53.85% |
$2.55K - $2.99K
|
18
$3.12K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10- 0.16% |
$1.22K - $1.42K
|
6.11K
$1.06M
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-12.3K- 63.54% |
$1.56M - $1.82M
|
7.05K
$1.22M
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
SELL
|
- |
-2.91K- 9.98% |
$370K - $432K
|
26.2K
$4.54M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.16K- 3.74% |
$148K - $172K
|
29.9K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-952- 7.31% |
$121K - $141K
|
12.1K
$2.09M
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-394- 19.56% |
$50.1K - $58.5K
|
1.62K
$281K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-109- 5.33% |
$13.9K - $16.2K
|
1.94K
$335K
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-100- 2.43% |
$12.7K - $14.9K
|
4.01K
$694K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-87- 1.74% |
$11.1K - $12.9K
|
4.92K
$853K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-56- 72.73% |
$7.12K - $8.32K
|
21
$3.64K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-19- 9.18% |
$2.42K - $2.82K
|
188
$32.6K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11- 2.81% |
$1.4K - $1.63K
|
380
$65.8K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-10- 0.58% |
$1.27K - $1.49K
|
1.7K
$295K
|
|
Q2 2023 | |||||||
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-953- 33.21% |
$133K - $145K
|
1.92K
$332K
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-882- 36.58% |
$124K - $134K
|
1.53K
$265K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-695- 8.89% |
$97.3K - $106K
|
7.13K
$1.23M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.67% |
$56K - $60.8K
|
59.7K
$10.3M
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-363- 18.46% |
$50.8K - $55.2K
|
1.6K
$278K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-343- 3.06% |
$48K - $52.2K
|
10.9K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-251- 12.55% |
$35.2K - $38.2K
|
1.75K
$303K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-141- 6.53% |
$19.7K - $21.4K
|
2.02K
$350K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-69- 1.19% |
$9.66K - $10.5K
|
5.72K
$990K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-63- 13.52% |
$8.82K - $9.58K
|
403
$69.8K
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 2.35% |
$7K - $7.6K
|
2.08K
$360K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 1.02% |
$2.8K - $3.04K
|
1.95K
$338K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 46.46% |
$1.5M - $1.68M
|
12.4K
$2.14M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.01K- 19.53% |
$421K - $472K
|
12.4K
$2.15M
|