APA
VPU

American Portfolios Advisors’s Vanguard Utilities ETF VPU Stock Holding History

American Portfolios Advisors’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
Q3 		$2.64M Buy
18,544
+761
+4% +$121K 0.11% 195
2022
Q2 		$2.71M Sell
17,783
-3,803
-18% -$599K 0.11% 192
2022
Q1 		$3.49M Buy
21,586
+11,663
+118% +$1.76M 0.12% 174
2021
Q4 		$1.55M Buy
9,923
+1,915
+24% +$282K 0.05% 345
2021
Q3 		$1.11M Buy
8,008
+1,942
+32% +$284K 0.04% 420
2021
Q2 		$842K Sell
6,066
-1,943
-24% -$278K 0.03% 513
2021
Q1 		$1.13M Buy
8,009
+1,119
+16% +$152K 0.05% 370
2020
Q4 		$945K Buy
6,890
+130
+2% +$17.9K 0.05% 361
2020
Q3 		$873K Sell
6,760
-447
-6% -$57.8K 0.05% 321
2020
Q2 		$891K Sell
7,207
-89
-1% -$11.3K 0.06% 295
2020
Q1 		$890K Sell
7,296
-495
-6% -$69.6K 0.07% 246
2019
Q4 		$1.11M Buy
7,791
+642
+9% +$90.3K 0.08% 245
2019
Q3 		$1.03M Buy
7,149
+10
+0.1% +$1.37K 0.08% 235
2019
Q2 		$949K Buy
7,139
+704
+11% +$92.1K 0.08% 241
2019
Q1 		$834K Buy
6,435
+158
+3% +$19.6K 0.08% 242
2018
Q4 		$740K Buy
6,277
+4,473
+248% +$541K 0.09% 217
2018
Q3 		$213K Buy
1,804
+243
+16% +$28.8K 0.02% 553
2018
Q2 		$181K Sell
1,561
-292
-16% -$32.8K 0.02% 588
2018
Q1 		$207K Buy
1,853
+107
+6% +$11.8K 0.03% 499
2017
Q4 		$204K Buy
+1,746
New +$211K 0.03% 494

Other funds holding VPU

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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Portfolios Advisors's VPU Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Utilities ETF (VPU) stake by 4.3% in Q3 2022, buying an estimated $121K and bringing the position to 18,544 shares worth $2.64M. The position accounts for 0.11% of the portfolio, ranked #195.

American Portfolios Advisors first reported a position in VPU in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.49M in Q1 2022. 466 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • American Portfolios Advisors held 18,544 shares of Vanguard Utilities ETF worth $2.64M as of Q3 2022.
  • American Portfolios Advisors bought 761 Vanguard Utilities ETF shares in Q3 2022, an estimated $121K.
  • Vanguard Utilities ETF made up 0.11% of American Portfolios Advisors's portfolio in Q3 2022, its #195 holding.
  • American Portfolios Advisors first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Vanguard Utilities ETF position peaked at $3.49M in Q1 2022.
  • 466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.