Allied Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Allied Investment Advisors, LLC
- $572 Million
- Q2 2025
A detailed history of Allied Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Allied Investment Advisors, LLC holds 138,765 shares of VPU stock, worth $28 Million. This represents 4.28% of its overall portfolio holdings.
Number of Shares
138,765
Previous 137,094
1.22%
Holding current value
$28 Million
Previous $23.2 Million
5.7%
% of portfolio
4.28%
Previous 4.4%
Shares
8 transactions
Others Institutions Holding VPU
# of Institutions
702Shares Held
13.6MCall Options Held
43.8KPut Options Held
9.6K-
Morgan Stanley New York, NY1.17MShares$237 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC974KShares$197 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$148 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$130 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$129 Million6.29% of portfolio