DSC
VPU

Duncker Streett & Co’s Vanguard Utilities ETF VPU Stock Holding History

Duncker Streett & Co’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
-13
Closed -$2K – 553
2020
Q1 		$2K Hold
13
– – ﹤0.01% 507
2019
Q4 		$2K Buy
+13
New +$1.83K ﹤0.01% 528

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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

Duncker Streett & Co's VPU Position: Q2 2020 in Review

Duncker Streett & Co sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 13 shares — an estimated $2K sold.

Duncker Streett & Co first reported a position in VPU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

  • Duncker Streett & Co reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Duncker Streett & Co sold 13 Vanguard Utilities ETF shares in Q2 2020, an estimated $2K.
  • Duncker Streett & Co first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 2 quarters.
  • Duncker Streett & Co's Vanguard Utilities ETF position peaked at $2K in Q1 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Duncker Streett & Co's 13F filing for Q2 2020, filed 22 Jul 2020.