Baron Silver Stevens Financial Advisors, LLC Vanguard Utilities ETF Transaction History

Baron Silver Stevens Financial Advisors, LLC

$527 Million
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	BUY	$142.26 - $169.41 $8,535 - $10,164	60 New	60 $31.7 Million

Others Institutions Holding VPU

# of Institutions

547

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

Beacon Capital Management, Inc.

1.1M
Shares

$194 Million
7.25% of portfolio
Northwestern Mutual Wealth Management CO

1.06M
Shares

$185 Million
0.15% of portfolio
Morgan Stanley New York, NY

982K
Shares

$172 Million
0.01% of portfolio
Envestnet Asset Management Inc

705K
Shares

$124 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

621K
Shares

$109 Million
0.01% of portfolio

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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