BHB
VPU

Bank Hapoalim BM’s Vanguard Utilities ETF VPU Stock Holding History

Bank Hapoalim BM’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
Q2 		– Sell
-76,000
Closed -$11.2M – 162
2023
Q1 		$11.2M Hold
76,000
– – 1.55% 21
2022
Q4 		$11.7M Buy
+76,000
New +$11.3M 1.45% 24

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 $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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Bank Hapoalim BM's VPU Position: Q2 2023 in Review

Bank Hapoalim BM sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 76,000 shares — an estimated $11.2M sold.

Bank Hapoalim BM first reported a position in VPU in Q4 2022 and held it in 2 quarters. The position peaked at $11.7M in Q4 2022. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • Bank Hapoalim BM reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • Bank Hapoalim BM sold 76,000 Vanguard Utilities ETF shares in Q2 2023, an estimated $11.2M.
  • Bank Hapoalim BM first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 2 quarters.
  • Bank Hapoalim BM's Vanguard Utilities ETF position peaked at $11.7M in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on Bank Hapoalim BM's 13F filing for Q2 2023, filed 26 Jul 2023.