DWM
VPU

Darwin Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-411
Closed -$50K – 776
2020
Q1 		$50K Buy
+411
New +$57.8K 0.02% 245

Other funds holding VPU

BCMIO
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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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Darwin Wealth Management's VPU Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 411 shares — an estimated $50K sold.

Darwin Wealth Management first reported a position in VPU in Q1 2020 and held it in 1 quarter. The position peaked at $50K in Q1 2020. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 411 Vanguard Utilities ETF shares in Q2 2020, an estimated $50K.
  • Darwin Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard Utilities ETF position peaked at $50K in Q1 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.