Cape Investment Advisory, Inc. Vanguard Utilities ETF Transaction History
Cape Investment Advisory, Inc.
- $256 Billion
- Q4 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,667 shares of VPU stock, worth $279,789. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,667
Previous 1,513
10.18%
Holding current value
$279,789
Previous $263 Million
3.45%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding VPU
# of Institutions
646Shares Held
18.1MCall Options Held
85.2KPut Options Held
26.6K-
Wealthfront Advisers LLC4.58MShares$769 Million0.62% of portfolio
-
Morgan Stanley New York, NY1.12MShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.994KShares$167 Million7.27% of portfolio
-
Bank Of America Corp Charlotte, NC983KShares$165 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC667KShares$112 Million0.05% of portfolio