BOPW
VPU

Brandywine Oak Private Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Brandywine Oak Private Wealth’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
2023
Q2 		– Sell
-1,689
Closed -$249K – 254
2023
Q1 		$249K Sell
1,689
-100
-6% -$14.8K 0.03% 221
2022
Q4 		$274K Sell
1,789
-170
-9% -$25.2K 0.03% 210
2022
Q3 		$278K Sell
1,959
-650
-25% -$104K 0.04% 214
2022
Q2 		$397K Sell
2,609
-325
-11% -$51.2K 0.05% 201
2022
Q1 		$474K Sell
2,934
-240
-8% -$36.3K 0.05% 200
2021
Q4 		$496K Buy
3,174
+22
+0.7% +$3.25K 0.05% 200
2021
Q3 		$438K Buy
3,152
+814
+35% +$119K 0.05% 209
2021
Q2 		$324K Buy
+2,338
New +$335K 0.04% 240
2021
Q1 		– Sell
-37,083
Closed -$5.09M – 288
2020
Q4 		$5.09M Buy
37,083
+215
+0.6% +$29.6K 0.78% 24
2020
Q3 		$4.76M Sell
36,868
-406
-1% -$52.5K 0.8% 23
2020
Q2 		$4.61M Sell
37,274
-12,754
-25% -$1.61M 0.82% 22
2020
Q1 		$6.1M Buy
50,028
+23,407
+88% +$3.29M 1.26% 22
2019
Q4 		$3.8M Sell
26,621
-505
-2% -$71K 0.69% 26
2019
Q3 		$3.9M Buy
27,126
+758
+3% +$104K 0.74% 26
2019
Q2 		$3.5M Buy
26,368
+828
+3% +$108K 0.7% 29
2019
Q1 		$3.31M Buy
25,540
+24,905
+3,922% +$3.09M 0.69% 29
2018
Q4 		$135K Buy
+635
New +$76.9K 0.03% 239

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
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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Brandywine Oak Private Wealth's VPU Position: Q2 2023 in Review

Brandywine Oak Private Wealth sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 1,689 shares — an estimated $249K sold.

Brandywine Oak Private Wealth first reported a position in VPU in Q4 2018 and held it in 17 quarters. The position peaked at $6.1M in Q1 2020. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,689 Vanguard Utilities ETF shares in Q2 2023, an estimated $249K.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 17 quarters.
  • Brandywine Oak Private Wealth's Vanguard Utilities ETF position peaked at $6.1M in Q1 2020.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.