DI
VPU

Disciplined Investments’s Vanguard Utilities ETF VPU Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-40
Closed -$5.69K – 1504
2023
Q2 		$5.69K Hold
40
– – ﹤0.01% 395
2023
Q1 		$5.9K Hold
40
– – ﹤0.01% 407
2022
Q4 		$6.13K Hold
40
– – ﹤0.01% 374
2022
Q3 		$6K Hold
40
– – ﹤0.01% 421
2022
Q2 		$6K Sell
40
-2
-5% -$315 ﹤0.01% 436
2022
Q1 		$7K Hold
42
– – ﹤0.01% 419
2021
Q4 		$7K Hold
42
– – ﹤0.01% 377
2021
Q3 		$6K Buy
+42
New +$6.13K ﹤0.01% 338

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Disciplined Investments's VPU Position: Q3 2023 in Review

Disciplined Investments sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 40 shares — an estimated $5.69K sold.

Disciplined Investments first reported a position in VPU in Q3 2021 and held it in 8 quarters. The position peaked at $7K in Q1 2022. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Disciplined Investments reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 40 Vanguard Utilities ETF shares in Q3 2023, an estimated $5.69K.
  • Disciplined Investments first reported a position in Vanguard Utilities ETF in Q3 2021 and held it in 8 quarters.
  • Disciplined Investments's Vanguard Utilities ETF position peaked at $7K in Q1 2022.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.