DWM
VPU

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

Doyle 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
2022
Q3 		$268K Hold
1,882
– – 0.02% 176
2022
Q2 		$287K Buy
1,882
+341
+22% +$53.7K 0.02% 176
2022
Q1 		$249K Buy
1,541
+1
+0.1% +$151 0.02% 214
2021
Q4 		$241K Sell
1,540
-28
-2% -$4.13K 0.02% 207
2021
Q3 		$218K Sell
1,568
-370
-19% -$54K 0.02% 211
2021
Q2 		$269K Sell
1,938
-199
-9% -$28.5K 0.02% 191
2021
Q1 		$300K Sell
2,137
-10
-0.5% -$1.36K 0.03% 175
2020
Q4 		$295K Sell
2,147
-588
-21% -$81.1K 0.03% 169
2020
Q3 		$353K Sell
2,735
-257
-9% -$33.2K 0.04% 138
2020
Q2 		$370K Sell
2,992
-298
-9% -$37.7K 0.05% 130
2020
Q1 		$401K Buy
3,290
+7
+0.2% +$984 0.06% 118
2019
Q4 		$469K Buy
3,283
+44
+1% +$6.19K 0.06% 128
2019
Q3 		$465K Buy
3,239
+405
+14% +$55.6K 0.06% 122
2019
Q2 		$377K Buy
2,834
+762
+37% +$99.6K 0.05% 134
2019
Q1 		$268K Sell
2,072
-218
-10% -$27K 0.04% 163
2018
Q4 		$270K Buy
+2,290
New +$277K 0.05% 153

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Doyle Wealth Management's VPU Position: Q3 2022 in Review

Doyle Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q3 2022 at 1,882 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #176.

Doyle Wealth Management first reported a position in VPU in Q4 2018 and has held it in 16 quarters since. The position peaked at $469K in Q4 2019. 464 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • Doyle Wealth Management held 1,882 shares of Vanguard Utilities ETF worth $268K as of Q3 2022.
  • Doyle Wealth Management left its Vanguard Utilities ETF share count unchanged in Q3 2022.
  • Vanguard Utilities ETF made up 0.02% of Doyle Wealth Management's portfolio in Q3 2022, its #176 holding.
  • Doyle Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 16 quarters since.
  • Doyle Wealth Management's Vanguard Utilities ETF position peaked at $469K in Q4 2019.
  • 464 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.