CFSG
VPU

Clark Financial Services Group’s Vanguard Utilities ETF VPU Stock Holding History

Clark Financial Services Group’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
2022
Q4 		– Sell
-14,105
Closed -$2.01M – 63
2022
Q3 		$2.01M Buy
+14,105
New +$2.25M 2.11% 9

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clark Financial Services Group's VPU Position: Q4 2022 in Review

Clark Financial Services Group sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 14,105 shares — an estimated $2.01M sold.

Clark Financial Services Group first reported a position in VPU in Q3 2022 and held it in 1 quarter. The position peaked at $2.01M in Q3 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

  • Clark Financial Services Group reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Clark Financial Services Group sold 14,105 Vanguard Utilities ETF shares in Q4 2022, an estimated $2.01M.
  • Clark Financial Services Group first reported a position in Vanguard Utilities ETF in Q3 2022 and held it in 1 quarter.
  • Clark Financial Services Group's Vanguard Utilities ETF position peaked at $2.01M in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Clark Financial Services Group's 13F filing for Q4 2022, filed 14 Feb 2023.