CFG
VPU

Cooper Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Cooper Financial 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
2021
Q1 		– Sell
-4,575
Closed -$628K – 318
2020
Q4 		$628K Buy
+4,575
New +$631K 0.13% 131

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cooper Financial Group's VPU Position: Q1 2021 in Review

Cooper Financial Group sold out of Vanguard Utilities ETF (VPU) in Q1 2021, closing a stake of 4,575 shares — an estimated $628K sold.

Cooper Financial Group first reported a position in VPU in Q4 2020 and held it in 1 quarter. The position peaked at $628K in Q4 2020. 370 funds tracked by Wall St. Rank hold VPU as of Q1 2021.

  • Cooper Financial Group reported no remaining Vanguard Utilities ETF position as of Q1 2021 after selling out during the quarter.
  • Cooper Financial Group sold 4,575 Vanguard Utilities ETF shares in Q1 2021, an estimated $628K.
  • Cooper Financial Group first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 1 quarter.
  • Cooper Financial Group's Vanguard Utilities ETF position peaked at $628K in Q4 2020.
  • 370 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2021.

Based on Cooper Financial Group's 13F filing for Q1 2021, filed 17 May 2021.