West Branch Capital LLC Vanguard Utilities ETF Transaction History

West Branch Capital LLC

$297 Million
Q4 2024

A detailed history of West Branch Capital LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, West Branch Capital LLC holds 2 shares of VPU stock, worth $331. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$331

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$160.52 - $179.11 $321 - $358	2 New	2 $0

Others Institutions Holding VPU

# of Institutions

601

Shares Held

12.4M

Call Options Held

39.2K

Put Options Held

20.4K

Beacon Capital Management, Inc.

1.03M
Shares

$172 Million
7.75% of portfolio
Morgan Stanley New York, NY

963K
Shares

$160 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

710K
Shares

$118 Million
0.01% of portfolio
Envestnet Asset Management Inc

671K
Shares

$111 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

615K
Shares

$102 Million
0.05% of portfolio

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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