Antonetti Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Antonetti Capital 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
2023 Q3	$13.6K	Hold	105	–	–	0.02%	186
2023 Q2	$15K	Hold	105	–	–	0.02%	193
2023 Q1	$15.6K	Hold	105	–	–	0.02%	192
2022 Q4	$16.2K	Hold	105	–	–	0.02%	188
2022 Q3	$15K	Hold	105	–	–	0.02%	197
2022 Q2	$16K	Hold	105	–	–	0.02%	201
2022 Q1	$17K	Hold	105	–	–	0.02%	216
2021 Q4	$16K	Hold	105	–	–	0.01%	264
2021 Q3	$15K	Buy	+105	New	+$15.3K	0.01%	278

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

Antonetti Capital Management's VPU Position: Q3 2023 in Review

Antonetti Capital Management held its Vanguard Utilities ETF (VPU) position steady in Q3 2023 at 105 shares worth $13.6K. The position accounts for 0.02% of the portfolio, ranked #186.

Antonetti Capital Management first reported a position in VPU in Q3 2021 and has held it in 9 quarters since. The position peaked at $17K in Q1 2022. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

Antonetti Capital Management held 105 shares of Vanguard Utilities ETF worth $13.6K as of Q3 2023.
Antonetti Capital Management left its Vanguard Utilities ETF share count unchanged in Q3 2023.
Vanguard Utilities ETF made up 0.02% of Antonetti Capital Management's portfolio in Q3 2023, its #186 holding.
Antonetti Capital Management first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Vanguard Utilities ETF position peaked at $17K in Q1 2022.
481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.