BSW
VPU

Buckingham Strategic Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Buckingham Strategic 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
2024
Q2 		$286K Sell
1,935
-1,067
-36% -$159K ﹤0.01% 614
2024
Q1 		$428K Sell
3,002
-763
-20% -$103K ﹤0.01% 505
2023
Q4 		$516K Buy
3,765
+15
+0.4% +$1.98K 0.01% 435
2023
Q3 		$478K Sell
3,750
-1,792
-32% -$251K 0.01% 423
2023
Q2 		$788K Buy
5,542
+1,787
+48% +$262K 0.01% 334
2023
Q1 		$576K Hold
3,755
– – 0.01% 350
2022
Q4 		$576K Buy
3,755
+99
+3% +$14.7K 0.01% 352
2022
Q3 		$520K Sell
3,656
-385
-10% -$61.4K 0.01% 362
2022
Q2 		$616K Buy
4,041
+2
+0% +$315 0.01% 327
2022
Q1 		$654K Sell
4,039
-198
-5% -$29.9K 0.01% 320
2021
Q4 		$663K Sell
4,237
-139
-3% -$20.5K 0.01% 314
2021
Q3 		$609K Sell
4,376
-710
-14% -$104K 0.01% 320
2021
Q2 		$706K Buy
5,086
+510
+11% +$73.1K 0.02% 294
2021
Q1 		$643K Sell
4,576
-314
-6% -$42.8K 0.03% 280
2020
Q4 		$671K Buy
4,890
+685
+16% +$94.4K 0.04% 274
2020
Q3 		$543K Buy
4,205
+3
+0.1% +$388 0.04% 247
2020
Q2 		$520K Buy
4,202
+1,010
+32% +$128K 0.05% 215
2020
Q1 		$389K Buy
3,192
+736
+30% +$103K 0.04% 287
2019
Q4 		$351K Sell
2,456
-498
-17% -$70K 0.03% 321
2019
Q3 		$424K Hold
2,954
– – 0.05% 264
2019
Q2 		$393K Hold
2,954
– – 0.04% 282
2019
Q1 		$383K Sell
2,954
-280
-9% -$34.7K 0.05% 271
2018
Q4 		$381K Hold
3,234
– – 0.06% 231
2018
Q3 		$381K Hold
3,234
– – 0.06% 234
2018
Q2 		$375K Sell
3,234
-977
-23% -$110K 0.06% 230
2018
Q1 		$471K Sell
4,211
-1,311
-24% -$145K 0.09% 176
2017
Q4 		$644K Buy
5,522
+162
+3% +$19.6K 0.13% 141
2017
Q3 		$626K Sell
5,360
-412
-7% -$48.7K 0.15% 130
2017
Q2 		$660K Buy
5,772
+147
+3% +$16.9K 0.16% 125
2017
Q1 		$634K Sell
5,625
-1,253
-18% -$138K 0.18% 110
2016
Q4 		$736K Buy
+6,878
New +$721K 0.24% 84

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Buckingham Strategic Wealth's VPU Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Vanguard Utilities ETF (VPU) stake by 36% in Q2 2024, selling an estimated $159K and leaving 1,935 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Buckingham Strategic Wealth first reported a position in VPU in Q4 2016 and has held it in 31 quarters since. The position peaked at $788K in Q2 2023. 515 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

  • Buckingham Strategic Wealth held 1,935 shares of Vanguard Utilities ETF worth $286K as of Q2 2024.
  • Buckingham Strategic Wealth sold 1,067 Vanguard Utilities ETF shares in Q2 2024, an estimated $159K.
  • Vanguard Utilities ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #614 holding.
  • Buckingham Strategic Wealth first reported a position in Vanguard Utilities ETF in Q4 2016 and has held it in 31 quarters since.
  • Buckingham Strategic Wealth's Vanguard Utilities ETF position peaked at $788K in Q2 2023.
  • 515 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.