CWG
VPU

Crown Wealth Group’s Vanguard Utilities ETF VPU Stock Holding History

Crown Wealth 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
2024
Q4 		– Sell
-15,874
Closed -$2.76M – 125
2024
Q3 		$2.76M Buy
+15,874
New +$2.55M 1.2% 18

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crown Wealth Group's VPU Position: Q4 2024 in Review

Crown Wealth Group sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 15,874 shares — an estimated $2.76M sold.

Crown Wealth Group first reported a position in VPU in Q3 2024 and held it in 1 quarter. The position peaked at $2.76M in Q3 2024. 594 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Crown Wealth Group reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Crown Wealth Group sold 15,874 Vanguard Utilities ETF shares in Q4 2024, an estimated $2.76M.
  • Crown Wealth Group first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 1 quarter.
  • Crown Wealth Group's Vanguard Utilities ETF position peaked at $2.76M in Q3 2024.
  • 594 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Crown Wealth Group's 13F filing for Q4 2024, filed 5 Feb 2025.