CHA
VPU

Carmichael Hill & Associates’s Vanguard Utilities ETF VPU Stock Holding History

Carmichael Hill & Associates’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
Q3 		$3.48K Hold
20
– – ﹤0.01% 685
2024
Q2 		$2.96K Hold
20
– – ﹤0.01% 677
2024
Q1 		$2.85K Hold
20
– – ﹤0.01% 668
2023
Q4 		$2.74K Hold
20
– – ﹤0.01% 692
2023
Q3 		$2.55K Hold
20
– – ﹤0.01% 684
2023
Q2 		$2.84K Hold
20
– – ﹤0.01% 677
2023
Q1 		$2.95K Hold
20
– – ﹤0.01% 674
2022
Q4 		$3.07K Hold
20
– – ﹤0.01% 660
2022
Q3 		$3K Buy
+20
New +$3.19K ﹤0.01% 732

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Carmichael Hill & Associates's VPU Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard Utilities ETF (VPU) position steady in Q3 2024 at 20 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Carmichael Hill & Associates first reported a position in VPU in Q3 2022 and has held it in 9 quarters since. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • Carmichael Hill & Associates held 20 shares of Vanguard Utilities ETF worth $3.48K as of Q3 2024.
  • Carmichael Hill & Associates left its Vanguard Utilities ETF share count unchanged in Q3 2024.
  • Vanguard Utilities ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #685 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 9 quarters since.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.