Vsm Wealth Advisory, LLC Vanguard Utilities ETF Transaction History
Vsm Wealth Advisory, LLC
- $303 Billion
- Q2 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,033 shares of VPU stock, worth $192,427. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,033
Previous 1,120
7.77%
Holding current value
$192,427
Previous $191 Million
4.69%
% of portfolio
0.06%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VPU
# of Institutions
682Shares Held
13.2MCall Options Held
60.9KPut Options Held
4K-
Morgan Stanley New York, NY1.19MShares$222 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC921KShares$172 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC735KShares$137 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO646KShares$120 Million0.08% of portfolio
-
Envestnet Asset Management Inc512KShares$95.3 Million0.03% of portfolio