Sound View Wealth Advisors Group, LLC Vanguard Utilities ETF Transaction History
Sound View Wealth Advisors Group, LLC
- $1.34 Billion
 - Q2 2025
 
Shares
	  6 transactions
	
  Others Institutions Holding VPU
# of Institutions
703Shares Held
13.7MCall Options Held
43.8KPut Options Held
9.6K- 
    
      Morgan Stanley New York, NY1.17MShares$237 Million0.01% of portfolio
 - 
    
      Bank Of America Corp Charlotte, NC974KShares$197 Million0.01% of portfolio
 - 
    
      Lpl Financial LLC Fort Mill, SC735KShares$148 Million0.05% of portfolio
 - 
    
      Northwestern Mutual Wealth Management CO646KShares$130 Million0.08% of portfolio
 - 
    
      Beacon Capital Management, Inc.639KShares$129 Million6.29% of portfolio