Purchases and Sales Made in Q2 2023 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD UTILITIES ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
24+ 6.76% |
$3.36K - $3.65K
|
379
$65.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
24New |
$3.36K - $3.65K
|
24
$4.16K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20+ 0.43% |
$2.8K - $3.04K
|
4.72K
$818K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19+ 10.11% |
$2.66K - $2.89K
|
207
$35.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
17+ 1.12% |
$2.38K - $2.58K
|
1.54K
$266K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
16+ 0.35% |
$2.24K - $2.43K
|
4.56K
$789K
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
16+ 1.15% |
$2.24K - $2.43K
|
1.41K
$244K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11+ 5.26% |
$1.54K - $1.67K
|
220
$38.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10+ 0.56% |
$1.4K - $1.52K
|
1.79K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9+ 0.34% |
$1.26K - $1.37K
|
2.62K
$454K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 0.26% |
$840 - $912
|
2.33K
$404K
|
|
|
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 25, 2023
Q2 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1+ 0.07% |
$140 - $152
|
1.49K
$257K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1+ 0.05% |
$140 - $152
|
2.14K
$371K
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 16.67% |
$140 - $152
|
5
$866
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 4.05% |
$840 - $912
|
142
$24.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-7- 0.27% |
$980 - $1.06K
|
2.62K
$453K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12- 0.71% |
$1.68K - $1.82K
|
1.68K
$292K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-15- 3.42% |
$2.1K - $2.28K
|
423
$73.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-16- 0.74% |
$2.24K - $2.43K
|
2.15K
$372K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-20- 1.02% |
$2.8K - $3.04K
|
1.95K
$338K
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-23- 23.0% |
$3.22K - $3.5K
|
77
$13.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-25- 14.71% |
$3.5K - $3.8K
|
145
$25.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-30- 1.77% |
$4.2K - $4.56K
|
1.67K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-32- 28.57% |
$4.48K - $4.87K
|
80
$13.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-35- 1.77% |
$4.9K - $5.32K
|
1.94K
$337K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 9.02% |
$4.9K - $5.32K
|
353
$61.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-35- 0.39% |
$4.9K - $5.32K
|
8.97K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-41- 1.22% |
$5.74K - $6.23K
|
3.32K
$575K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-42- 0.92% |
$5.88K - $6.39K
|
4.53K
$784K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-46- 5.95% |
$6.44K - $6.99K
|
727
$126K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-48- 0.91% |
$6.72K - $7.3K
|
5.23K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-48- 0.13% |
$6.72K - $7.3K
|
36.5K
$6.32M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-49- 0.98% |
$6.86K - $7.45K
|
4.95K
$857K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-50- 2.35% |
$7K - $7.6K
|
2.08K
$360K
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-52- 0.74% |
$7.28K - $7.91K
|
7.02K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-58- 2.17% |
$8.12K - $8.82K
|
2.62K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-61- 0.62% |
$8.54K - $9.28K
|
9.78K
$1.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-63- 13.52% |
$8.82K - $9.58K
|
403
$69.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-68- 1.99% |
$9.52K - $10.3K
|
3.35K
$580K
|
|
|
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
|
Community Bank, N.A.
|
SELL
|
- |
-80- 14.68% |
$11.2K - $12.2K
|
465
$80.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-82- 0.98% |
$11.5K - $12.5K
|
8.25K
$1.43M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-84- 4.77% |
$11.8K - $12.8K
|
1.68K
$291K
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-84- 2.36% |
$11.8K - $12.8K
|
3.48K
$603K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-85- 2.51% |
$11.9K - $12.9K
|
3.3K
$571K
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-90- 0.84% |
$12.6K - $13.7K
|
10.6K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-90- 20.98% |
$12.6K - $13.7K
|
339
$58.7K
|