CAN
VPU

Cetera Advisor Networks’s Vanguard Utilities ETF VPU Stock Holding History

Cetera Advisor Networks’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
Q1 		$12.7M Buy
89,146
+58,975
+195% +$7.97M 0.06% 316
2023
Q4 		$4.14M Sell
30,171
-58,431
-66% -$7.71M 0.02% 662
2023
Q3 		$11.3M Buy
88,602
+53,918
+155% +$7.54M 0.07% 284
2023
Q2 		$4.93M Sell
34,684
-1,302
-4% -$191K 0.03% 491
2023
Q1 		$5.31M Buy
35,986
+250
+0.7% +$37K 0.04% 452
2022
Q4 		$5.48M Buy
35,736
+1,268
+4% +$188K 0.04% 431
2022
Q3 		$4.9M Sell
34,468
-810
-2% -$129K 0.06% 327
2022
Q2 		$5.38M Buy
35,278
+1,045
+3% +$164K 0.07% 294
2022
Q1 		$5.54M Buy
34,233
+1,412
+4% +$214K 0.07% 291
2021
Q4 		$5.13M Buy
32,821
+831
+3% +$123K 0.06% 296
2021
Q3 		$4.45M Buy
31,990
+7,352
+30% +$1.07M 0.06% 307
2021
Q2 		$3.42M Buy
24,638
+11,229
+84% +$1.61M 0.05% 370
2021
Q1 		$1.88M Buy
13,409
+3,782
+39% +$515K 0.04% 383
2020
Q4 		$1.32M Buy
9,627
+744
+8% +$103K 0.03% 443
2020
Q3 		$1.15M Buy
8,883
+922
+12% +$119K 0.03% 444
2020
Q2 		$985K Sell
7,961
-35
-0.4% -$4.43K 0.03% 474
2020
Q1 		$975K Sell
7,996
-31
-0.4% -$4.36K 0.03% 412
2019
Q4 		$1.15M Buy
8,027
+1,129
+16% +$159K 0.03% 455
2019
Q3 		$991K Buy
6,898
+1,184
+21% +$162K 0.03% 469
2019
Q2 		$761K Buy
5,714
+619
+12% +$80.9K 0.02% 541
2019
Q1 		$660K Buy
5,095
+1,684
+49% +$209K 0.02% 578
2018
Q4 		$403K Buy
3,411
+471
+16% +$57K 0.02% 650
2018
Q3 		$347K Buy
+2,940
New +$349K 0.01% 789
2018
Q2 		– Sell
-3,527
Closed -$393K – 966
2018
Q1 		$393K Sell
3,527
-3,694
-51% -$408K 0.02% 578
2017
Q4 		$842K Buy
7,221
+411
+6% +$49.6K 0.04% 416
2017
Q3 		$798K Buy
6,810
+237
+4% +$28K 0.04% 394
2017
Q2 		$752K Sell
6,573
-1,374
-17% -$158K 0.04% 399
2017
Q1 		$893K Buy
7,947
+375
+5% +$41.2K 0.04% 350
2016
Q4 		$811K Sell
7,572
-5,118
-40% -$536K 0.04% 350
2016
Q3 		$1.36M Buy
12,690
+6,903
+119% +$764K 0.05% 305
2016
Q2 		$660K Buy
5,787
+1,111
+24% +$119K 0.04% 373
2016
Q1 		$506K Sell
4,676
-184
-4% -$18.4K 0.03% 429
2015
Q4 		$454K Sell
4,860
-904
-16% -$84.7K 0.03% 465
2015
Q3 		$534K Buy
5,764
+3,344
+138% +$310K 0.04% 407
2015
Q2 		$235K Hold
2,420
– – 0.02% 708
2015
Q1 		$235K Hold
2,420
– – 0.02% 712
2014
Q4 		$247K Buy
2,420
+100
+4% +$9.82K 0.02% 689
2014
Q3 		$212K Sell
2,320
-113
-5% -$10.4K 0.01% 736
2014
Q2 		$235K Sell
2,433
-374
-13% -$34.7K 0.02% 695
2014
Q1 		$252K Sell
2,807
-500
-15% -$43.1K 0.02% 631
2013
Q4 		$275K Buy
+3,307
New +$277K 0.02% 582

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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

Cetera Advisor Networks's VPU Position: Q1 2024 in Review

Cetera Advisor Networks increased its Vanguard Utilities ETF (VPU) stake by 195% in Q1 2024, buying an estimated $7.97M and bringing the position to 89,146 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #316.

Cetera Advisor Networks first reported a position in VPU in Q4 2013 and has held it in 41 quarters since. 493 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • Cetera Advisor Networks held 89,146 shares of Vanguard Utilities ETF worth $12.7M as of Q1 2024.
  • Cetera Advisor Networks bought 58,975 Vanguard Utilities ETF shares in Q1 2024, an estimated $7.97M.
  • Vanguard Utilities ETF made up 0.06% of Cetera Advisor Networks's portfolio in Q1 2024, its #316 holding.
  • Cetera Advisor Networks first reported a position in Vanguard Utilities ETF in Q4 2013 and has held it in 41 quarters since.
  • 493 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.