Argent Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Argent Financial Group’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
2024 Q3	$1.99M	Buy	+11,424	New	+$1.84M	0.24%	107

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Argent Financial Group's VPU Position: Q3 2024 in Review

Argent Financial Group opened a new position in Vanguard Utilities ETF (VPU) in Q3 2024: 11,424 shares worth $1.99M. The stake represents 0.24% of the portfolio and ranks #107 among its holdings.

551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

Argent Financial Group held 11,424 shares of Vanguard Utilities ETF worth $1.99M as of Q3 2024.
Vanguard Utilities ETF was a new Argent Financial Group position in Q3 2024.
Vanguard Utilities ETF made up 0.24% of Argent Financial Group's portfolio in Q3 2024, its #107 holding.
551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.