DPA
VPU

Delphi Private Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Delphi Private Advisors’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
2018
Q2 		– Sell
-155
Closed -$17K – 82
2018
Q1 		$17K Hold
155
– – 0.07% 56
2017
Q4 		$18K Buy
+155
New +$18.7K 0.04% 110

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Delphi Private Advisors's VPU Position: Q2 2018 in Review

Delphi Private Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2018, closing a stake of 155 shares — an estimated $17K sold.

Delphi Private Advisors first reported a position in VPU in Q4 2017 and held it in 2 quarters. The position peaked at $18K in Q4 2017. 221 funds tracked by Wall St. Rank hold VPU as of Q2 2018.

  • Delphi Private Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2018 after selling out during the quarter.
  • Delphi Private Advisors sold 155 Vanguard Utilities ETF shares in Q2 2018, an estimated $17K.
  • Delphi Private Advisors first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 2 quarters.
  • Delphi Private Advisors's Vanguard Utilities ETF position peaked at $18K in Q4 2017.
  • 221 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2018.

Based on Delphi Private Advisors's 13F filing for Q2 2018, filed 23 Jul 2018.