Bank Julius Baer & Co
VPU

Bank Julius Baer & Co’s Vanguard Utilities ETF VPU Stock Holding History

Bank Julius Baer & Co’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
Q4 		– Sell
-180
Closed -$35K – 898
2021
Q3 		$35K Buy
+180
New +$26.3K ﹤0.01% 711

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LPL Financial
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Bank of America
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank Julius Baer & Co's VPU Position: Q4 2021 in Review

Bank Julius Baer & Co sold out of Vanguard Utilities ETF (VPU) in Q4 2021, closing a stake of 180 shares — an estimated $35K sold.

Bank Julius Baer & Co first reported a position in VPU in Q3 2021 and held it in 1 quarter. The position peaked at $35K in Q3 2021. 434 funds tracked by Wall St. Rank hold VPU as of Q4 2021.

  • Bank Julius Baer & Co reported no remaining Vanguard Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 180 Vanguard Utilities ETF shares in Q4 2021, an estimated $35K.
  • Bank Julius Baer & Co first reported a position in Vanguard Utilities ETF in Q3 2021 and held it in 1 quarter.
  • Bank Julius Baer & Co's Vanguard Utilities ETF position peaked at $35K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2021.

Based on Bank Julius Baer & Co's 13F filing for Q4 2021, filed 15 Feb 2022.