BFA
VPU

BBJS Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

BBJS Financial Advisors’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 		$11.4K Buy
66
+1
+2% +$161 ﹤0.01% 110
2024
Q2 		$9.62K Buy
+65
New +$9.69K ﹤0.01% 126

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BBJS Financial Advisors's VPU Position: Q3 2024 in Review

BBJS Financial Advisors increased its Vanguard Utilities ETF (VPU) stake by 1.5% in Q3 2024, buying an estimated $161 and bringing the position to 66 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #110.

BBJS Financial Advisors first reported a position in VPU in Q2 2024 and has held it in 2 quarters since. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • BBJS Financial Advisors held 66 shares of Vanguard Utilities ETF worth $11.4K as of Q3 2024.
  • BBJS Financial Advisors bought 1 Vanguard Utilities ETF share in Q3 2024, an estimated $161.
  • Vanguard Utilities ETF made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #110 holding.
  • BBJS Financial Advisors first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 2 quarters since.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.