AWM
VPU

Aevitas Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Aevitas Wealth Management’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
2022
Q4 		$465K Buy
3,033
+40
+1% +$5.93K 0.28% 75
2022
Q3 		$426K Hold
2,993
– – 0.32% 75
2022
Q2 		$456K Buy
2,993
+325
+12% +$51.2K 0.31% 76
2022
Q1 		$432K Buy
2,668
+800
+43% +$121K 0.26% 80
2021
Q4 		$292K Buy
1,868
+28
+2% +$4.13K 0.17% 105
2021
Q3 		$256K Hold
1,840
– – 0.16% 114
2021
Q2 		$255K Buy
1,840
+53
+3% +$7.6K 0.16% 110
2021
Q1 		$251K Buy
1,787
+162
+10% +$22.1K 0.18% 106
2020
Q4 		$223K Sell
1,625
-84
-5% -$11.6K 0.16% 109
2020
Q3 		$221K Sell
1,709
-38
-2% -$4.92K 0.18% 100
2020
Q2 		$216K Buy
+1,747
New +$221K 0.2% 96
2020
Q1 		– Sell
-1,660
Closed -$237K – 108
2019
Q4 		$237K Buy
1,660
+124
+8% +$17.4K 0.22% 98
2019
Q3 		$221K Hold
1,536
– – 0.22% 99
2019
Q2 		$204K Buy
1,536
+54
+4% +$7.06K 0.21% 100
2019
Q1 		$192K Buy
1,482
+510
+52% +$63.2K 0.17% 101
2018
Q4 		$114K Buy
972
+256
+36% +$31K 0.12% 125
2018
Q3 		$84K Buy
716
+111
+18% +$13.2K 0.08% 155
2018
Q2 		$70K Buy
605
+400
+195% +$44.9K 0.07% 160
2018
Q1 		$23K Buy
205
+102
+99% +$11.3K 0.02% 245
2017
Q4 		$12K Buy
+103
New +$12.4K 0.01% 301

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aevitas Wealth Management's VPU Position: Q4 2022 in Review

Aevitas Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 1.3% in Q4 2022, buying an estimated $5.93K and bringing the position to 3,033 shares worth $465K. The position accounts for 0.28% of the portfolio, ranked #75.

Aevitas Wealth Management first reported a position in VPU in Q4 2017 and has held it in 20 quarters since. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

  • Aevitas Wealth Management held 3,033 shares of Vanguard Utilities ETF worth $465K as of Q4 2022.
  • Aevitas Wealth Management bought 40 Vanguard Utilities ETF shares in Q4 2022, an estimated $5.93K.
  • Vanguard Utilities ETF made up 0.28% of Aevitas Wealth Management's portfolio in Q4 2022, its #75 holding.
  • Aevitas Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 20 quarters since.
  • 497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.