Institutional & Family Asset Management, LLC Vanguard Utilities ETF Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$139.14 - $152.64 $14,609 - $16,027	-105 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$138.76 - $148.08 $14,569 - $15,548	105 New	105 $15,000

Others Institutions Holding VPU

# of Institutions

604

Shares Held

12.3M

Call Options Held

39.2K

Put Options Held

20.4K

Beacon Capital Management, Inc.

1.03M
Shares

$176 Million
7.75% of portfolio
Morgan Stanley New York, NY

963K
Shares

$164 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

710K
Shares

$121 Million
0.01% of portfolio
Envestnet Asset Management Inc

671K
Shares

$114 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

615K
Shares

$105 Million
0.05% of portfolio

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
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