CWM
VPU

CarsonAllaria Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

CarsonAllaria Wealth Management’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
Q1 		– Sell
-79
Closed -$12K – 385
2022
Q4 		$12K Buy
+79
New +$11.7K 0.01% 181

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CarsonAllaria Wealth Management's VPU Position: Q1 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 79 shares — an estimated $12K sold.

CarsonAllaria Wealth Management first reported a position in VPU in Q4 2022 and held it in 1 quarter. The position peaked at $12K in Q4 2022. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 79 Vanguard Utilities ETF shares in Q1 2023, an estimated $12K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Vanguard Utilities ETF position peaked at $12K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.