We are live on ! Find out more
VPU

Vanguard Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$149M +$29.1M +185,199 +23%
Bank of America
2
Bank of America
North Carolina
$117M +$58.1M +369,230 +93%
LPL Financial
3
LPL Financial
California
$76.7M +$5.07M +32,200 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$52.4M +$9.84M +62,541 +22%
UBS Group
5
UBS Group
Switzerland
$43M +$3.02M +19,209 +7%
PCA
6
Personal Capital Advisors
California
$41.3M -$3.91M -24,820 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$39.2M -$28.6M -181,441 -41%
Rockefeller Capital Management
8
Rockefeller Capital Management
New York
$34.2M -$33.4K -212 -0.1%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$30.7M -$1.47M -9,330 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$29.3M +$4.1M +26,036 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$29.1M -$72.9M -463,156 -71%
Wells Fargo
12
Wells Fargo
California
$28.7M -$8.91M -56,600 -23%
FNC
13
First National Corp
Massachusetts
$20.6M +$11.6M +73,605 +119%
DY
14
Dowling & Yahnke
California
$20.1M +$364K +2,314 +2%
PIMG
15
Patriot Investment Management Group
Tennessee
$19.4M +$153K +971 +0.8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$17.9M -$1.04M -6,603 -5%
Ameriprise
17
Ameriprise
Minnesota
$15.5M +$2.5M +15,894 +19%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.6M -$6.84M -43,478 -31%
FTS
19
Fifth Third Securities
Ohio
$12.3M +$12.7M +80,608 New
UI
20
Unconventional Investor
New Hampshire
$11.9M +$416K +2,643 +3%
RJA
21
Raymond James & Associates
Florida
$11.9M -$941K -5,976 -7%
I
22
INVST
Indiana
$11.8M +$693K +4,400 +7%
FMLI
23
Fukoku Mutual Life Insurance
Japan
$11.7M
US Bancorp
24
US Bancorp
Minnesota
$10.8M +$1.04M +6,606 +10%
AIS
25
American Investment Services
Massachusetts
$10.4M +$473K +3,005 +5%