BMD
VPU

Better Money Decisions’s Vanguard Utilities ETF VPU Stock Holding History

Better Money Decisions’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
2022
Q3 		– Sell
-100
Closed -$15K – 431
2022
Q2 		$15K Buy
+100
New +$15.7K 0.01% 265

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Better Money Decisions's VPU Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 100 shares — an estimated $15K sold.

Better Money Decisions first reported a position in VPU in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 465 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • Better Money Decisions reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 100 Vanguard Utilities ETF shares in Q3 2022, an estimated $15K.
  • Better Money Decisions first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 1 quarter.
  • Better Money Decisions's Vanguard Utilities ETF position peaked at $15K in Q2 2022.
  • 465 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.