Purchases and Sales Made in Q4 2021 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
1.31KNew |
$182K - $205K
|
1.31K
$227K
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$182K - $204K
|
1.31K
$226K
|
|
Feb 02, 2022
Q4 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$178K - $200K
|
1.28K
$221K
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.25K+ 9.44% |
$175K - $196K
|
14.5K
$2.52M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.21KNew |
$168K - $189K
|
1.21K
$209K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.18KNew |
$164K - $184K
|
1.18K
$204K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.15K+ 76.1% |
$160K - $179K
|
2.65K
$460K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.08K+ 7.9% |
$150K - $168K
|
14.7K
$2.55M
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.08K+ 3.7% |
$150K - $168K
|
30.1K
$5.22M
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
1.07K+ 2.36% |
$149K - $168K
|
46.6K
$8.08M
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
924+ 85.56% |
$129K - $145K
|
2K
$347K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
912New |
$127K - $143K
|
912
$158K
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
899+ 149.83% |
$125K - $141K
|
1.5K
$260K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
871New |
$121K - $136K
|
871
$151K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
868New |
$121K - $136K
|
868
$150K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
831+ 2.6% |
$116K - $130K
|
32.8K
$5.69M
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
783New |
$109K - $122K
|
783
$136K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
713+ 14.93% |
$99.3K - $112K
|
5.49K
$951K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
678+ 28.21% |
$94.4K - $106K
|
3.08K
$534K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
664+ 12.43% |
$92.4K - $104K
|
6.01K
$1.04M
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
658+ 21.08% |
$91.6K - $103K
|
3.78K
$655K
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
657+ 26.35% |
$91.5K - $103K
|
3.15K
$546K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
653+ 12.43% |
$90.9K - $102K
|
5.91K
$1.02M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
641+ 902.82% |
$89.2K - $100K
|
712
$123K
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
622+ 15.54% |
$86.6K - $97.3K
|
4.62K
$801K
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
620+ 5.27% |
$86.3K - $97K
|
12.4K
$2.15M
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
598+ 6.19% |
$83.2K - $93.5K
|
10.3K
$1.78M
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
583+ 4.78% |
$81.2K - $91.2K
|
12.8K
$2.21M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
572+ 5.97% |
$79.6K - $89.5K
|
10.2K
$1.76M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
563+ 1.22% |
$78.4K - $88.1K
|
46.8K
$8.11M
|
|
Jan 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
498+ 9.8% |
$69.3K - $77.9K
|
5.58K
$967K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
487New |
$67.8K - $76.2K
|
487
$84.4K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
482+ 4.36% |
$67.1K - $75.4K
|
11.5K
$2M
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
455+ 6.77% |
$63.3K - $71.2K
|
7.17K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
439+ 29.56% |
$61.1K - $68.7K
|
1.92K
$333K
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
406+ 4.18% |
$56.5K - $63.5K
|
10.1K
$1.75M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
356+ 386.96% |
$49.6K - $55.7K
|
448
$77.6K
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
356+ 3.19% |
$49.6K - $55.7K
|
11.5K
$2M
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
335+ 15.02% |
$46.6K - $52.4K
|
2.57K
$444K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
329+ 6.31% |
$45.8K - $51.5K
|
5.54K
$961K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
327+ 4.95% |
$45.5K - $51.1K
|
6.94K
$1.2M
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
327+ 20.16% |
$45.5K - $51.1K
|
1.95K
$338K
|
|
Feb 11, 2022
Q4 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
326+ 0.76% |
$45.4K - $51K
|
43.2K
$7.49M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
311New |
$43.3K - $48.6K
|
311
$53.9K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
310+ 15500.0% |
$43.2K - $48.5K
|
312
$54.1K
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
302+ 6.35% |
$42K - $47.2K
|
5.06K
$876K
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
300+ 17.05% |
$41.8K - $46.9K
|
2.06K
$357K
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
288New |
$40.1K - $45K
|
288
$49.9K
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
265New |
$36.9K - $41.4K
|
265
$45.9K
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
261+ 6.79% |
$36.3K - $40.8K
|
4.1K
$711K
|