BBA
VPU

BLB&B Advisors’s Vanguard Utilities ETF VPU Stock Holding History

BLB&B 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
Q1 		– Sell
-2,718
Closed -$373K – 284
2023
Q4 		$373K Buy
+2,718
New +$359K 0.02% 187

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

BLB&B Advisors's VPU Position: Q1 2024 in Review

BLB&B Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 2,718 shares — an estimated $373K sold.

BLB&B Advisors first reported a position in VPU in Q4 2023 and held it in 1 quarter. The position peaked at $373K in Q4 2023. 492 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • BLB&B Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • BLB&B Advisors sold 2,718 Vanguard Utilities ETF shares in Q1 2024, an estimated $373K.
  • BLB&B Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 1 quarter.
  • BLB&B Advisors's Vanguard Utilities ETF position peaked at $373K in Q4 2023.
  • 492 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on BLB&B Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.