CG
VPU

Cleary Gull’s Vanguard Utilities ETF VPU Stock Holding History

Cleary Gull’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
2015
Q1 		$0 Buy
+1
New +$100 ﹤0.01% 73

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cleary Gull's VPU Position: Q1 2015 in Review

Cleary Gull opened a new position in Vanguard Utilities ETF (VPU) in Q1 2015: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #73 among its holdings.

136 funds tracked by Wall St. Rank hold VPU as of Q1 2015.

  • Cleary Gull held 1 share of Vanguard Utilities ETF worth $0 as of Q1 2015.
  • Vanguard Utilities ETF was a new Cleary Gull position in Q1 2015.
  • Vanguard Utilities ETF made up ﹤0.01% of Cleary Gull's portfolio in Q1 2015, its #73 holding.
  • 136 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.