Cabot Wealth Management Inc Vanguard Utilities ETF Transaction History
Cabot Wealth Management Inc
- $836 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
677Shares Held
12.8MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$223 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$172 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$115 Million0.04% of portfolio
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Northwestern Mutual Wealth Management CO611KShares$114 Million0.09% of portfolio
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Envestnet Asset Management Inc512KShares$95.7 Million0.03% of portfolio