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 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
28+ 1.35% |
$3.9K - $4.38K
|
2.1K
$365K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
28+ 1.52% |
$3.9K - $4.38K
|
1.87K
$324K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
27+ 1.44% |
$3.76K - $4.22K
|
1.9K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.97% |
$3.34K - $3.75K
|
2.5K
$434K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
22New |
$3.06K - $3.44K
|
22
$3.81K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
22+ 0.7% |
$3.06K - $3.44K
|
3.17K
$550K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.25% |
$3.06K - $3.44K
|
1.79K
$309K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
21New |
$2.92K - $3.28K
|
21
$3.64K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 1.63% |
$2.78K - $3.13K
|
1.25K
$217K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
18New |
$2.51K - $2.82K
|
18
$3.12K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18+ 0.95% |
$2.51K - $2.82K
|
1.92K
$332K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
17+ 0.32% |
$2.37K - $2.66K
|
5.36K
$928K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 1.56% |
$2.37K - $2.66K
|
1.1K
$191K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 1.49% |
$2.37K - $2.66K
|
1.16K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
16+ 0.79% |
$2.23K - $2.5K
|
2.03K
$352K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
15+ 0.66% |
$2.09K - $2.35K
|
2.29K
$397K
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
BUY
|
- |
15+ 2.21% |
$2.09K - $2.35K
|
695
$120K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.37% |
$1.95K - $2.19K
|
3.81K
$661K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12New |
$1.67K - $1.88K
|
12
$2.08K
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
12+ 1.51% |
$1.67K - $1.88K
|
807
$140K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
11+ 0.05% |
$1.53K - $1.72K
|
23.7K
$4.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11+ 1.61% |
$1.53K - $1.72K
|
693
$120K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$1.39K - $1.56K
|
3.6K
$625K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
9+ 0.25% |
$1.25K - $1.41K
|
3.57K
$619K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
8+ 0.18% |
$1.11K - $1.25K
|
4.56K
$790K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.26% |
$974 - $1.09K
|
2.71K
$469K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.09% |
$835 - $938
|
7.05K
$1.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6New |
$835 - $938
|
6
$1.04K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
6New |
$835 - $938
|
6
$1.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5New |
$696 - $782
|
5
$866
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5+ 1.13% |
$696 - $782
|
449
$77.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5New |
$696 - $782
|
5
$866
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$418 - $469
|
2.85K
$494K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 2.13% |
$418 - $469
|
144
$25K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.74% |
$418 - $469
|
409
$70.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
2+ 1.96% |
$278 - $313
|
104
$18K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 1.47% |
$278 - $313
|
138
$23.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 1.18% |
$278 - $313
|
172
$29.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.17% |
$139 - $156
|
576
$99.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.41% |
$139 - $156
|
72
$12.5K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-2- 50.0% |
$278 - $313
|
2
$347
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5- 9.09% |
$696 - $782
|
50
$8.66K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.39K - $1.56K
|
3.18K
$551K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21- 0.05% |
$2.92K - $3.28K
|
38.3K
$6.64M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-21- 0.49% |
$2.92K - $3.28K
|
4.3K
$744K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-28- 1.79% |
$3.9K - $4.38K
|
1.54K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-32- 13.79% |
$4.45K - $5K
|
200
$34.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-38Closed |
$5.29K - $5.94K
|
0
$0
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-45- 2.37% |
$6.26K - $7.04K
|
1.85K
$321K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-49- 0.47% |
$6.82K - $7.66K
|
10.4K
$1.81M
|