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STOCK TICKER:
VANGUARD UTLTS ETF   (ticker: VPU)
Institutions' Indicator :       Strong Buy       (Click Here For Details)
INSTITUTIONS' Score: 80
0 100 80
Current Holdings: 7,387,105
Previous Holdings: 5,631,472
Change: 31.18%
Summary Of Institution's Buy/Sell/Hold On The Stock
BOUGHT/ADDED SIDE SOLD/REDUCED SIDE
Institution/Guru Buy/Add Current Holdings
(Link To holding history)
  Institution/Guru Sell/No Change Current Holdings
(Link To holding history)
MORGAN STANLEY bought559,438 559,438 AE Wealth Management LLC 73%110,732 41,749
BANK OF AMERICA CORP /DE/ bought502,929 502,929 KCM INVESTMENT ADVISORS LLC 64%28,969 15,987
AMERIPRISE FINANCIAL INC bought178,359 178,359 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 38%20,948 33,478
ENVESTNET ASSET MANAGEMENT INC 38%161,690 584,646 NEXT Financial Group, Inc 70%16,620 7,262
BB&T CORP bought131,365 131,365 Stelac Advisory Services LLC 91%16,378 1,687
Eqis Capital Management, Inc. 115%93,778 175,166 COMMONWEALTH EQUITY SERVICES, LLC. 12%14,444 110,066
ROYAL BANK OF CANADA bought81,146 81,146 Summit Place Financial Advisors, LLC sold14,360 0
Susquehanna International Group, LLP 80%58,010 130,448 BRANDYWINE OAK PRIVATE WEALTH LLC 25%12,754 37,274
Newport Wealth Strategies, Inc. bought36,935 36,935 INHERENT GROUP, LP sold12,200 0
WELLS FARGO & CO/MN 18%35,592 235,133 Almanack Investment Partners, LLC. 64%11,939 6,813
Sawtooth Asset Management, Inc. bought34,876 34,876 Vident Investment Advisory, LLC sold11,664 0
FIRST NATIONAL CORP /MA/ /ADV 122%26,263 47,742 NOMURA ASSET MANAGEMENT CO LTD 66%10,700 5,600
GOLDMAN SACHS GROUP INC bought25,511 25,511 Private Advisor Group, LLC 18%8,778 40,364
Castle Rock Wealth Management, LLC 553%25,236 29,800 SYNOVUS FINANCIAL CORP 44%7,033 9,043
FIFTH THIRD SECURITIES, INC. bought19,326 19,326 BOYS ARNOLD & CO INC sold6,000 0
TAP Consulting, LLC 72%19,145 45,754 Beacon Capital Management, Inc. 1%5,930 666,667
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5%18,343 404,484 Sigma Planning Corp 23%5,687 19,514
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC bought18,026 18,026 FIFTH THIRD BANCORP 21%5,400 20,689
COMERICA SECURITIES,INC. bought17,191 17,191 Janney Montgomery Scott LLC 15%5,377 30,608
Voya Financial Advisors, Inc. bought16,260 16,260 Lloyd Advisory Services, LLC. sold5,362 0
HRT FINANCIAL LLC bought15,368 15,368 Madden Advisory Services, Inc. 74%5,182 1,854
Personal Capital Advisors Corp 8%12,757 173,916 Perennial Advisors, LLC 92%5,030 412
UNITED CAPITAL FINANCIAL ADVISERS,INC. bought12,158 12,158 M&T BANK CORP 10%4,514 41,246
Verity Asset Management, Inc. bought11,551 11,551 AMERITAS INVESTMENT CORP 41%4,258 6,171
Windsor Creek Advisors, LLC bought11,510 11,510 RDA Financial Network sold4,234 0
OLD SECOND NATIONAL BANK OF AURORA bought10,454 10,454 RAYMOND JAMES & ASSOCIATES 10%4,040 37,846
GAMBLE JONES INVESTMENT COUNSEL 26%10,388 50,763 Allianz Asset Management AG sold3,880 0
First Allied Advisory Services, Inc. 45%9,916 32,033 FormulaFolio Investments, LLC sold3,852 0
Rockefeller Capital Management L.P. 7%9,554 139,231 TIEDEMANN WEALTH MANAGEMENT, LLC sold3,340 0
Belpointe Asset Management LLC bought9,321 9,321 Empirical Finance, LLC sold3,275 0
Regal Investment Advisors, LLC bought9,025 9,025 LEVEL FOUR ADVISORY SERVICES, LLC 50%3,172 3,187
Tower Research Capital LLC bought8,577 8,577 HighTower Advisors, LLC 26%2,948 8,319
Sowell Financial Services LLC 1,284%7,201 7,762 Moors & Cabot, Inc. sold2,900 0
BCJ Capital Management, LLC bought6,021 6,021 Blackhawk Capital Partners LLC. sold2,876 0
Carl P. Sherr & Co., LLC bought5,886 5,886 RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC sold2,866 0
Advisory Services Network, LLC bought5,725 5,725 Multi-Financial Securities Corp 22%2,690 9,276
MML INVESTORS SERVICES, LLC 16%5,444 39,240 Waldron, LP sold2,635 0
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC 2,038%5,401 5,666 American Investment Services, Inc. 9%2,559 26,106
Private Wealth Group, LLC 38%5,252 19,167 CMC Financial Group sold2,339 0
ATRIA INVESTMENTS LLC bought4,872 4,872 SONATA CAPITAL GROUP INC sold2,240 0
BANK OF OKLAHOMA NATIONAL ASSOCIATION / bought4,786 4,786 H D Vest Advisory Services sold2,202 0
Hamilton Wealth, LLC 16%4,310 31,779 LPL Financial CORP 0%2,126 428,667
SMITH, MOORE & CO. bought4,236 4,236 OLD MISSION CAPITAL LLC sold2,100 0
Independent Order of Foresters bought4,090 4,090 LifeSteps Financial, Inc. 17%2,062 9,813
MACQUARIE GROUP LTD bought4,090 4,090 Fragasso Group Inc. sold2,010 0
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 41%3,655 12,570 ARGI Investment Services, LLC 11%1,899 14,862
VANGUARD GROUP INC bought3,460 3,460 Tarbox Group, Inc. sold1,873 0
DOWLING & YAHNKE INC 3%3,284 121,050 INTL FCSTONE INC. sold1,854 0
Dynamic Advisors Solutions LLC 26%3,063 14,877 J P MORGAN CHASE & CO 60%1,820 1,223
Doyle Wealth Management bought2,992 2,992 Royal Harbor Partners, LLC 33%1,795 3,601
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors bought2,968 2,968 TCF National Bank sold1,760 0
Mutual Advisors, LLC bought2,953 2,953 HAVERFORD TRUST CO sold1,721 0
Osborn Rohs Williams & Donohoe Ltd bought2,929 2,929 WAGNER CAPITAL MANAGEMENT CORP 9%1,716 18,231
Callan Capital, LLC 85%2,551 5,567 BAILARD, INC. 10%1,370 11,972
Simmons Bank bought2,501 2,501 Stratos Wealth Partners, LTD. 16%1,227 6,611
RAYMOND JAMES TRUST CO bought2,483 2,483 Wealthcare Advisory Partners LLC sold1,138 0
Capital Asset Advisory Services LLC 29%2,428 10,822 Optas, LLC 33%1,106 2,258
Relative Value Partners Group, LLC bought2,165 2,165 VESTOR CAPITAL CORP 2%980 42,723
STIFEL FINANCIAL CORP bought2,142 2,142 CYPRESS CAPITAL MANAGEMENT LLC 8%975 11,775
InterOcean Capital, LLC bought2,031 2,031 Exchange Capital Management, Inc. 8%886 10,129
Equitable Holdings, Inc. bought1,993 1,993 Sound View Wealth Advisors Group, LLC 30%874 1,998
COHEN & STEERS INC 4%1,989 51,688 Financial Gravity Wealth, Inc. 87%850 122
Tranquility Partners, LLC 65%1,922 4,888 PNC FINANCIAL SERVICES GROUP INC 21%770 2,962
PFG Advisors 14%1,874 15,422 Heritage Trust Co 3%696 22,829
Aevitas Wealth Management, Inc. bought1,747 1,747 Parkside Financial Bank & Trust 94%659 40
Elwood & Goetz Wealth Advisory Group, LLC bought1,699 1,699 Capstone Financial Group, Inc. 9%616 6,253
Bank of New York Mellon CORP 24%1,598 8,212 CALTON & ASSOCIATES, INC. 6%590 9,537
Campbell Wealth Management bought1,405 1,405 Trinity Legacy Partners LLC 4%547 11,984
Brookstone Capital Management 11%1,300 13,166 National Asset Management, Inc. 25%545 1,629
Orion Portfolio Solutions, LLC bought1,292 1,292 Allred Capital Management, LLC sold513 0
Strategic Wealth Advisors Group,Inc. 8%1,280 17,246 Northstar Group, Inc. 17%500 2,500
Rockbridge Investment Management, LCC bought1,248 1,248 Valmark Advisers, Inc. 11%477 4,048
55I, LLC 19%1,242 7,939 Creative Planning 2%455 18,115
Bell Rock Capital LLC 46%1,116 3,533 VERUS CAPITAL PARTNERS, LLC 96%452 20
LAZARD ASSET MANAGEMENT LLC bought1,094 1,094 Raymond James Financial Services Advisors, Inc. 2%451 24,822
US BANCORP DE 633%1,063 1,231 OPPENHEIMER & CO INC 11%445 3,426
Goss Wealth Management LLC 15%1,010 7,941 Institute for Wealth Management, LLC. 8%431 5,104
Buckingham Asset Management, LLC 32%1,010 4,202 IHT Wealth Management, LLC 13%421 2,757
Stonebridge Financial Planning Group, LLC 4%1,001 26,398 Harwood Advisory Group, LLC sold411 0
SIMPLEX TRADING, LLC bought999 999 Jacobi Capital Management LLC 98%392 10
Raab & Moskowitz Asset Management LLC 32%997 4,082 Van Hulzen Asset Management, LLC 12%389 2,881
Pacific Center for Financial Services bought918 918 MASSMUTUAL TRUST CO FSB/ADV 4%346 8,227
CT Mason bought902 902 Plante Moran Financial Advisors Ltd Partnership sold336 0
Aurora Private Wealth, Inc. 31%898 3,790 PROEQUITIES, INC. 7%296 3,899
Annex Advisory Services, LLC 7%890 13,084 First Personal Financial Services 2%281 11,919
Ellis Investment Partners, LLC 476%871 1,054 TCI Wealth Advisors, Inc. 61%274 175
Patriot Investment Management Inc. 1%684 113,774 CABOT MONEY MANAGEMENT INC 12%266 1,937
Davis Capital Management bought664 664 TIAA, FSB 31%264 579
Selective Wealth Management 44%615 2,015 DAVIDSON D A & CO 8%261 2,983
FIRST MANHATTAN CO bought565 565 BESSEMER GROUP INC sold260 0
CREATIVE FINANCIAL DESIGNS INC /ADV bought539 539 Advisory Alpha, LLC sold254 0
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 13%514 4,582 QCI ASSET MANAGEMENT INC/NY sold198 0
Neuberger Berman Group LLC 28%500 2,270 Matrix Trust Co 7%183 2,289
Arkadios Wealth Advisors bought476 476 MBE Wealth Management, LLC sold171 0
Arden Trust Co bought455 455 HUNTINGTON NATIONAL BANK 43%154 201
Guidance Point Advisors, LLC 4%432 10,777 CENTAURUS FINANCIAL, INC. 3%147 5,439
Baker Ellis Asset Management LLC 5%400 9,253 LINCOLN NATIONAL CORP 6%147 2,278
CITIGROUP INC 3%366 14,915 Vigilant Capital Management, LLC sold135 0
Livingston Group Asset Management CO (operating as Southport Capital Management) 10%326 3,537 LEAVELL INVESTMENT MANAGEMENT, INC. 8%135 1,665
Kore Private Wealth LLC bought313 313 AdvisorNet Financial, Inc 2%131 8,374
Bigelow Investment Advisors, LLC 7%310 4,450 Horizon Investment Services, LLC 4%123 3,282
Starfire Investment Advisers, Inc. 11%301 3,060 Pensionmark Financial Group, LLC 6%110 1,608
Global Retirement Partners, LLC 7%298 4,303 Evanson Asset Management, LLC 4%110 2,453
CWM, LLC 140%293 503 BDO Wealth Advisors, LLC 11%100 775
Capital Investment Advisory Services, LLC 4%288 7,297 Sterling Investment Advisors, Ltd. 7%100 1,276
Cedar Brook Financial Partners, LLC 5%280 5,803 Valeo Financial Advisors, LLC sold95 0
IFG Advisory, LLC 1%253 27,896 FIDUCIARY TRUST CO 1%80 14,756
SkyOak Wealt, LLC 6%222 4,075 Integrated Wealth Concepts LLC 4%67 1,725
Patton Albertson & Miller, LLC 6%210 3,980 DUMONT & BLAKE INVESTMENT ADVISORS LLC 1%66 12,173
CAPTRUST FINANCIAL ADVISORS bought183 183 Community Bank, N.A. 5%63 1,135
BLAIR WILLIAM & CO/IL 26%168 808 FIRST FINANCIAL CORP /IN/ 1%55 6,653
Nelson Roberts Investment Advisors, LLC 0%152 36,249 RPg Family Wealth Advisory, LLC 7%54 750
BEESE FULMER INVESTMENT MANAGEMENT, INC. bought128 128 WEDBUSH MORGAN SECURITIES INC 2%53 2,156
DAGCO, INC. 5%115 2,250 IFP Advisors, Inc 5%52 954
SRS Capital Advisors, Inc. bought115 115 First National Bank of South Miami 11%50 420
Financial Advantage, Inc. bought100 100 Lakeview Capital Partners, LLC 7%46 593
Atlas Private Wealth Management bought100 100 Stearns Financial Services Group sold40 0
Cutler Group LP bought100 100 Financial Network 0%35 7,961
Golden State Wealth Management, LLC bought100 100 Parallel Advisors, LLC 1%31 2,351
THOROUGHBRED FINANCIAL SERVICES, LLC 4%86 2,081 Advisors Preferred, LLC sold26 0
TD Capital Management LLC bought56 56 Wealth Quarterback LLC sold21 0
Pacitti Group Inc. 22%55 309 BENJAMIN F. EDWARDS & COMPANY, INC. sold20 0
McIlrath & Eck, LLC bought55 55 Ambassador Advisors, LLC 11%20 154
Sandy Spring Bank 49%54 165 Windham Capital Management, LLC 0%19 5,273
Tatro Capital, LLC 0%52 12,984 FLAGSHIP HARBOR ADVISORS, LLC 2%17 999
Steward Partners Investment Advisory, LLC 4%39 1,152 WHITTIER TRUST CO 2%17 1,091
Greenline Partners, LLC bought33 33 Prime Capital Investment Advisors, LLC 1%15 1,987
Bartlett & Co. LLC 1%20 3,902 DUNCKER STREETT & CO INC sold13 0
Acorn Wealth Advisors, LLC 1%19 1,891 Nelson, Van Denburg & Campbell Wealth Management Group, LLC sold8 0
NORTHEAST INVESTMENT MANAGEMENT 1%15 2,470 IndexIQ Advisors LLC sold5 0
Transamerica Financial Advisors, Inc. bought15 15 Private Capital Group, LLC no change 10
North Star Investment Management Corp. 1%13 1,284 FUKOKU MUTUAL LIFE INSURANCE Co no change 77,000
BerganKDV Wealth Management, LLC 1%11 1,109 Harel Insurance Investments & Financial Services Ltd. no change 214,972
Cordasco Financial Network bought10 10 MayTech Global Investments, LLC no change 16,200
Hoover Financial Advisors, Inc. bought10 10 Briaud Financial Planning, Inc no change 27,995
Houlihan Financial Resource Group, Ltd. 0%7 2,968 PROFFITT & GOODSON INC no change 12
Jackson, Grant Investment Advisers, Inc. 1%6 519 Nachman Norwood & Parrott, Inc no change 18,800
Strategic Wealth Management Group, LLC 0%4 2,870 JAMES INVESTMENT RESEARCH INC no change 3
UBS Group AG 1%4 537 Kistler-Tiffany Companies, LLC no change 293
Red Door Wealth Management, LLC 1%3 322 Loveless Wealth Management LLC no change 1,760
FMR LLC bought3 3 WESTWOOD HOLDINGS GROUP INC no change 1,690
Tower View Investment Management & Research LLC 1%3 310 Strategic Blueprint, LLC no change 1,810
LIBERTY WEALTH MANAGEMENT LLC 1%2 202 HANCOCK HOLDING CO no change 5,455
Hudock Moyer Wealth Resources, LLC 1%1 153 CULBERTSON A N & CO INC no change 1,921
Hochman Cole Investment Advisors, Inc. 0%1 4,142 Independent Family Office, LLC no change 6,116
Glassman Wealth Services 3%1 37 First PREMIER Bank no change 1,033
Capital Analysts, Inc. 1%1 72 Covington Capital Management no change 958
D'Orazio & Associates, Inc. 1%1 144 EDMOND DE ROTHSCHILD HOLDING S.A. no change 964
Norway Savings Bank no change 980
Tortoise Investment Management, LLC no change 1,000
Front Row Advisors LLC no change 1,948
Poehling Capital Management, LLC no change 1,950
Meristem, LLP no change 3,204
REGIONS FINANCIAL CORP no change 3,134
FIRST COMMONWEALTH FINANCIAL CORP /PA/ no change 3,434
Ancora Advisors, LLC no change 3,574
Veritable, L.P. no change 4,282
MEITAV DASH INVESTMENTS LTD no change 3,000
THRIVENT FINANCIAL FOR LUTHERANS no change 2,908
Joel Isaacson & Co., LLC no change 2,000
MOSELEY INVESTMENT MANAGEMENT INC no change 2,091
Northwest Bancshares, Inc. no change 2,150
PACIFIC SUN FINANCIAL CORP no change 2,380
ATTICUS WEALTH MANAGEMENT, LLC no change 930
Capital Advisors, Ltd. LLC no change 871
Sugarloaf Wealth Management, LLC no change 84
Prestige Wealth Management Group LLC no change 60
Weaver Consulting Group no change 85
Jackson Hole Capital Partners, LLC no change 88
Financial Architects, Inc no change 100
Trust Co no change 59
WEST BANCORPORATION INC no change 57
TRUSTCORE FINANCIAL SERVICES, LLC no change 43
Laurel Wealth Advisors LLC no change 50
Hanson McClain, Inc. no change 52
Brand Asset Management Group, Inc. no change 53
Cascade Investment Advisors, Inc. no change 200
CITY HOLDING CO no change 200
Sowa Financial Group, Inc. no change 571
EVOKE WEALTH, LLC no change 596
BELLEVUE ASSET MANAGEMENT, LLC no change 600
GLENMEDE TRUST CO NA no change 845
SIGNATUREFD, LLC no change 530
Summit Investment Advisors, Inc. no change 459
JNBA Financial Advisors no change 215
LifePlan Financial Group, Inc no change 249
Gradient Investments LLC no change 317
SMITHFIELD TRUST CO no change 325
Armor Investment Advisors, LLC no change 22
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