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VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFG
151
Wall Street Financial Group
Illinois
$1.29M +$502K +3,121 +73%
ORC
152
O'Rourke & Company
Massachusetts
$1.29M +$432K +2,685 +57%
COCM
153
Charter Oak Capital Management
New Hampshire
$1.29M -$43.1K -268 -4%
Bessemer Group
154
Bessemer Group
New Jersey
$1.28M
GWM
155
Gray Wealth Management
Maine
$1.27M +$201K +1,248 +21%
SI
156
Saxon Interests
Texas
$1.27M +$1.17M +7,289 New
SF
157
Summit Financial
New Jersey
$1.26M +$60.6K +377 +6%
BCM
158
Brookstone Capital Management
Illinois
$1.23M +$62.4K +388 +6%
BFG
159
Bleakley Financial Group
New Jersey
$1.23M -$176K -1,096 -13%
KC
160
Kinloch Capital
Virginia
$1.23M -$335K -2,083 -23%
JIC
161
Johnson Investment Counsel
Ohio
$1.22M +$27.3K +170 +2%
BEAM
162
Baker Ellis Asset Management
Washington
$1.22M
DAS
163
Dynamic Advisor Solutions
Arizona
$1.21M -$436K -2,713 -28%
EWA
164
EP Wealth Advisors
California
$1.2M +$11.4K +71 +1%
FAB
165
First American Bank
Illinois
$1.2M +$296K +1,841 +36%
RIA
166
Regal Investment Advisors
Michigan
$1.16M -$242K -1,508 -18%
GIM
167
Guild Investment Management
California
$1.15M
CI
168
CX Institutional
Indiana
$1.13M -$275K -1,708 -21%
BA
169
Bluesphere Advisors
Pennsylvania
$1.13M +$1.04M +6,495 New
CAG
170
Csenge Advisory Group
Florida
$1.12M +$4.82K +30 +0.5%
TP
171
Tranquility Partners
Tennessee
$1.11M -$121K -752 -11%
VWA
172
Visionary Wealth Advisors
Illinois
$1.1M -$461K -2,866 -31%
WDC
173
Woodward Diversified Capital
California
$1.1M -$75.7K -471 -7%
CF
174
Centaurus Financial
California
$1.09M -$69.9K -435 -6%
TIAA Trust, National Association
175
TIAA Trust, National Association
North Carolina
$1.09M +$99.2K +617 +11%