CPG
VPU

Custom Portfolio Group’s Vanguard Utilities ETF VPU Stock Holding History

Custom Portfolio 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
Q2 		$7.4K Hold
50
– – 0.01% 183
2024
Q1 		$7.13K Hold
50
– – 0.01% 183
2023
Q4 		$6.85K Buy
+50
New +$6.6K 0.01% 179

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Custom Portfolio Group's VPU Position: Q2 2024 in Review

Custom Portfolio Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2024 at 50 shares worth $7.4K. The position accounts for 0.01% of the portfolio, ranked #183.

Custom Portfolio Group first reported a position in VPU in Q4 2023 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

  • Custom Portfolio Group held 50 shares of Vanguard Utilities ETF worth $7.4K as of Q2 2024.
  • Custom Portfolio Group left its Vanguard Utilities ETF share count unchanged in Q2 2024.
  • Vanguard Utilities ETF made up 0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #183 holding.
  • Custom Portfolio Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 3 quarters since.
  • 515 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.