Purchases and Sales Made in Q4 2024 in Vanguard Utilities ETF (VPU)
This table provides information about the institutional ownership of Vanguard Utilities ETF (VPU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
35+ 0.32% |
$5.62K - $6.27K
|
11.1K
$1.93M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
35+ 2.39% |
$5.62K - $6.27K
|
1.5K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
34+ 0.78% |
$5.46K - $6.09K
|
4.39K
$760K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
32+ 1.52% |
$5.14K - $5.73K
|
2.14K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
29+ 0.41% |
$4.66K - $5.19K
|
7.04K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
27+ 0.9% |
$4.33K - $4.84K
|
3.02K
$523K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
25+ 0.92% |
$4.01K - $4.48K
|
2.75K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
23+ 0.58% |
$3.69K - $4.12K
|
3.97K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
23+ 0.62% |
$3.69K - $4.12K
|
3.7K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
22+ 0.81% |
$3.53K - $3.94K
|
2.74K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 1.44% |
$3.37K - $3.76K
|
1.48K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.39% |
$3.21K - $3.58K
|
5.1K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
19New |
$3.05K - $3.4K
|
19
$3.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19+ 1.55% |
$3.05K - $3.4K
|
1.24K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
18+ 1.12% |
$2.89K - $3.22K
|
1.62K
$281K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
18+ 1.46% |
$2.89K - $3.22K
|
1.25K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 1.57% |
$2.89K - $3.22K
|
1.17K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
17+ 0.62% |
$2.73K - $3.04K
|
2.77K
$479K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
15+ 0.5% |
$2.41K - $2.69K
|
3.01K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
15+ 5.73% |
$2.41K - $2.69K
|
277
$48K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
12New |
$1.93K - $2.15K
|
12
$2.08K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
12+ 0.5% |
$1.93K - $2.15K
|
2.41K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 3.3% |
$1.93K - $2.15K
|
376
$65.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11+ 0.85% |
$1.77K - $1.97K
|
1.31K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
11New |
$1.77K - $1.97K
|
11
$1.91K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
10+ 0.26% |
$1.61K - $1.79K
|
3.9K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
10+ 0.08% |
$1.61K - $1.79K
|
13.2K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
10New |
$1.61K - $1.79K
|
10
$1.73K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10+ 1.29% |
$1.61K - $1.79K
|
785
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$963 - $1.07K
|
2.23K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 0.13% |
$963 - $1.07K
|
4.8K
$831K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
6+ 0.35% |
$963 - $1.07K
|
1.7K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
6+ 2.83% |
$963 - $1.07K
|
218
$37.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.16% |
$963 - $1.07K
|
3.77K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.25% |
$803 - $896
|
2K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5+ 1.5% |
$803 - $896
|
338
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 1.38% |
$642 - $716
|
293
$50.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.11% |
$642 - $716
|
3.76K
$652K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
4+ 10.81% |
$642 - $716
|
41
$7.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.06% |
$482 - $537
|
5.45K
$944K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.71% |
$482 - $537
|
426
$73.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.76% |
$482 - $537
|
399
$69.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
3+ 1.33% |
$482 - $537
|
229
$39.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3+ 0.14% |
$482 - $537
|
2.14K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2+ 0.08% |
$321 - $358
|
2.42K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.13% |
$321 - $358
|
1.53K
$265K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2+ 0.12% |
$321 - $358
|
1.74K
$301K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2New |
$321 - $358
|
2
$347
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.78% |
$161 - $179
|
130
$22.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.28% |
$161 - $179
|
79
$13.7K
|