BB&T Securities’s Vanguard Utilities ETF VPU Stock Holding History

BB&T Securities’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
2019 Q3	$518K	Buy	3,610 +152	+4%	+$20.9K	﹤0.01%	1083
2019 Q2	$459K	Buy	3,458 +1,832	+113%	+$240K	﹤0.01%	1132
2019 Q1	$210K	Buy	+1,626	New	+$202K	﹤0.01%	1473
2015 Q1	–	Sell	-5,232	Closed	-$535K	–	1146
2014 Q4	$535K	Buy	5,232 +436	+9%	+$42.8K	0.01%	685
2014 Q3	$438K	Buy	+4,796	New	+$444K	0.01%	725

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BB&T Securities's VPU Position: Q3 2019 in Review

BB&T Securities increased its Vanguard Utilities ETF (VPU) stake by 4.4% in Q3 2019, buying an estimated $20.9K and bringing the position to 3,610 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

BB&T Securities first reported a position in VPU in Q3 2014 and has held it in 5 quarters since. The position peaked at $535K in Q4 2014. 294 funds tracked by Wall St. Rank hold VPU as of Q3 2019.

BB&T Securities held 3,610 shares of Vanguard Utilities ETF worth $518K as of Q3 2019.
BB&T Securities bought 152 Vanguard Utilities ETF shares in Q3 2019, an estimated $20.9K.
Vanguard Utilities ETF made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1083 holding.
BB&T Securities first reported a position in Vanguard Utilities ETF in Q3 2014 and has held it in 5 quarters since.
BB&T Securities's Vanguard Utilities ETF position peaked at $535K in Q4 2014.
294 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.