CCA
VPU

Checchi Capital Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Checchi Capital Advisers’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 		– Sell
-2,353
Closed -$335K – 590
2024
Q1 		$335K Sell
2,353
-7
-0.3% -$946 0.03% 417
2023
Q4 		$323K Buy
+2,360
New +$312K 0.03% 407
2023
Q3 		– Sell
-1,998
Closed -$284K – 584
2023
Q2 		$284K Sell
1,998
-585
-23% -$85.7K 0.03% 442
2023
Q1 		$381K Sell
2,583
-1,281
-33% -$190K 0.04% 354
2022
Q4 		$593K Buy
3,864
+2,428
+169% +$360K 0.06% 238
2022
Q3 		$204K Buy
+1,436
New +$229K 0.02% 511

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $501B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return