Eaton Vance Management’s Vanguard Utilities ETF VPU Stock Holding History

Eaton Vance 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 Q1	–	Sell	-870	Closed	-$136K	–	2704
2021 Q4	$136K	Hold	870	–	–	﹤0.01%	1718
2021 Q3	$97K	Hold	870	–	–	﹤0.01%	1436
2021 Q2	$121K	Hold	870	–	–	﹤0.01%	1823
2021 Q1	$122K	Buy	+870	New	+$119K	﹤0.01%	1563

Other funds holding VPU

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Eaton Vance Management's VPU Position: Q1 2022 in Review

Eaton Vance Management sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 870 shares — an estimated $136K sold.

Eaton Vance Management first reported a position in VPU in Q1 2021 and held it in 4 quarters. The position peaked at $136K in Q4 2021. 454 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

Eaton Vance Management reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 870 Vanguard Utilities ETF shares in Q1 2022, an estimated $136K.
Eaton Vance Management first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's Vanguard Utilities ETF position peaked at $136K in Q4 2021.
454 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.