Crewe Advisors LLC Vanguard Utilities ETF Transaction History

Crewe Advisors LLC

$888 Million
Q2 2024

A detailed history of Crewe Advisors LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Crewe Advisors LLC holds 433 shares of VPU stock, worth $75,891. This represents 0.01% of its overall portfolio holdings.

Number of Shares

433

Previous 433 -0.0%

Holding current value

$75,891

Previous $61,000 4.92%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$139.89 - $156.95 $60,572 - $67,959	433 New	433 $63,000

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

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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Crewe Advisors LLC Vanguard Utilities ETF Transaction History