Annis Gardner Whiting Capital Advisors, LLC Vanguard Utilities ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$357 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$146.64 - $174.54 $140,774 - $167,558	960 New	960 $167 Million

Others Institutions Holding VPU

# of Institutions

637

Shares Held

17.9M

Call Options Held

77.8K

Put Options Held

29.6K

Wealthfront Advisers LLC

4.58M
Shares

$782 Million
0.62% of portfolio
Beacon Capital Management, Inc.

994K
Shares

$170 Million
7.27% of portfolio
Bank Of America Corp Charlotte, NC

983K
Shares

$168 Million
0.01% of portfolio
Morgan Stanley New York, NY

963K
Shares

$164 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

667K
Shares

$114 Million
0.05% of portfolio

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About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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