D. Scott Neal’s Vanguard Utilities ETF VPU Stock Holding History

D. Scott Neal’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
2023 Q2	–	Sell	-1,565	Closed	-$231K	–	70
2023 Q1	$231K	Buy	+1,565	New	+$232K	0.13%	61

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

D. Scott Neal's VPU Position: Q2 2023 in Review

D. Scott Neal sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 1,565 shares — an estimated $231K sold.

D. Scott Neal first reported a position in VPU in Q1 2023 and held it in 1 quarter. The position peaked at $231K in Q1 2023. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

D. Scott Neal reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
D. Scott Neal sold 1,565 Vanguard Utilities ETF shares in Q2 2023, an estimated $231K.
D. Scott Neal first reported a position in Vanguard Utilities ETF in Q1 2023 and held it in 1 quarter.
D. Scott Neal's Vanguard Utilities ETF position peaked at $231K in Q1 2023.
489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on D. Scott Neal's 13F filing for Q2 2023, filed 17 Jul 2023.