Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Vanguard Utilities ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.37 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-1,996 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	1,996	1,996 $233,000

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
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