25 LLC’s Vanguard Utilities ETF VPU Stock Holding History

25 LLC’s Portfolio VPU Stock Details VPU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34	Closed	-$4.95K	–	556
2023 Q2	$4.95K	Hold	34	–	–	﹤0.01%	178
2023 Q1	$5.08K	Buy	+34	New	+$5.03K	﹤0.01%	176

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

25 LLC's VPU Position: Q3 2023 in Review

25 LLC sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 34 shares — an estimated $4.95K sold.

25 LLC first reported a position in VPU in Q1 2023 and held it in 2 quarters. The position peaked at $5.08K in Q1 2023. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

25 LLC reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 34 Vanguard Utilities ETF shares in Q3 2023, an estimated $4.95K.
25 LLC first reported a position in Vanguard Utilities ETF in Q1 2023 and held it in 2 quarters.
25 LLC's Vanguard Utilities ETF position peaked at $5.08K in Q1 2023.
481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.