BFP
VPU

Briaud Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Briaud Financial Planning’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
2020
Q4 		– Sell
-27,995
Closed -$3.61M – 23
2020
Q3 		$3.61M Hold
27,995
– – 2.61% 4
2020
Q2 		$3.46M Hold
27,995
– – 2.64% 4
2020
Q1 		$3.41M Buy
27,995
+757
+3% +$106K 4.9% 3
2019
Q4 		$3.89M Buy
+27,238
New +$3.83M 3.96% 4

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Briaud Financial Planning's VPU Position: Q4 2020 in Review

Briaud Financial Planning sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 27,995 shares — an estimated $3.61M sold.

Briaud Financial Planning first reported a position in VPU in Q4 2019 and held it in 4 quarters. The position peaked at $3.89M in Q4 2019. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

  • Briaud Financial Planning reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Briaud Financial Planning sold 27,995 Vanguard Utilities ETF shares in Q4 2020, an estimated $3.61M.
  • Briaud Financial Planning first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 4 quarters.
  • Briaud Financial Planning's Vanguard Utilities ETF position peaked at $3.89M in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Briaud Financial Planning's 13F filing for Q4 2020, filed 27 Jan 2021.