Ameritas Investment Company’s Vanguard Utilities ETF VPU Stock Holding History

Ameritas Investment Company’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
2021 Q3	$37.6M	Buy	270,056 +265,051	+5,296%	+$38.7M	1.73%	18
2021 Q2	$35.4M	Sell	5,005 -64,079	-93%	-$9.18M	1.7%	18
2021 Q1	$9.71M	Buy	69,084 +63,535	+1,145%	+$8.65M	0.84%	22
2020 Q4	$760K	Sell	5,549 -622	-10%	-$85.7K	0.15%	156
2020 Q3	$763K	Hold	6,171	–	–	0.24%	113
2020 Q2	$763K	Sell	6,171 -4,258	-41%	-$539K	0.22%	116
2020 Q1	$1.24M	Buy	10,429 +3,340	+47%	+$469K	0.2%	91
2019 Q4	$1.01M	Sell	7,089 -451	-6%	-$63.4K	0.21%	99
2019 Q3	$1.08M	Buy	7,540 +5,182	+220%	+$711K	0.22%	95
2019 Q2	$313K	Sell	2,358 -49,850	-95%	-$6.52M	0.15%	143
2019 Q1	$6.77M	Buy	52,208 +40,185	+334%	+$4.98M	1.25%	21
2018 Q4	$1.42M	Buy	+12,023	New	+$1.46M	0.31%	76

Other funds holding VPU

BCMIO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ameritas Investment Company's VPU Position: Q3 2021 in Review

Ameritas Investment Company increased its Vanguard Utilities ETF (VPU) stake by 5,296% in Q3 2021, buying an estimated $38.7M and bringing the position to 270,056 shares worth $37.6M. The position accounts for 1.73% of the portfolio, ranked #18.

Ameritas Investment Company first reported a position in VPU in Q4 2018 and has held it in 12 quarters since. 383 funds tracked by Wall St. Rank hold VPU as of Q3 2021.

Ameritas Investment Company held 270,056 shares of Vanguard Utilities ETF worth $37.6M as of Q3 2021.
Ameritas Investment Company bought 265,051 Vanguard Utilities ETF shares in Q3 2021, an estimated $38.7M.
Vanguard Utilities ETF made up 1.73% of Ameritas Investment Company's portfolio in Q3 2021, its #18 holding.
Ameritas Investment Company first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 12 quarters since.
383 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.