Caldwell Trust CO Vanguard Utilities ETF Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Caldwell Trust CO holds 892 shares of VPU stock, worth $171,576. This represents 0.02% of its overall portfolio holdings.
Number of Shares
892
Previous 892
-0.0%
Holding current value
$171,576
Previous $157 Million
7.31%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VPU
# of Institutions
699Shares Held
13.7MCall Options Held
23.3KPut Options Held
10.3K-
Morgan Stanley New York, NY1.11MShares$213 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.01MShares$194 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC833KShares$160 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO658KShares$127 Million0.08% of portfolio
-
Beacon Capital Management, Inc.639KShares$123 Million6.29% of portfolio