Cape Investment Advisory, Inc. Vanguard Utilities ETF Transaction History
Cape Investment Advisory, Inc.
- $223 Billion
- Q2 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,529 shares of VPU stock, worth $260,449. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,529
Previous 1,310
16.72%
Holding current value
$260,449
Previous $187 Million
21.09%
% of portfolio
0.1%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VPU
# of Institutions
566Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Northwestern Mutual Wealth Management CO1.06MShares$180 Million0.15% of portfolio
-
Beacon Capital Management, Inc.1.03MShares$176 Million7.75% of portfolio
-
Morgan Stanley New York, NY982KShares$167 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$120 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$106 Million0.01% of portfolio