Edge Capital Group’s Vanguard Utilities ETF VPU Stock Holding History

Edge Capital Group’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	–	Sell	-1,348	Closed	-$205K	–	385
2022 Q2	$205K	Sell	1,348 -181	-12%	-$28.5K	0.02%	265
2022 Q1	$247K	Sell	1,529 -1,045	-41%	-$158K	0.02%	267
2021 Q4	$403K	Hold	2,574	–	–	0.03%	219
2021 Q3	$358K	Hold	2,574	–	–	0.03%	217
2021 Q2	$357K	Sell	2,574 -107	-4%	-$15.3K	0.03%	213
2021 Q1	$377K	Buy	+2,681	New	+$365K	0.03%	205

Other funds holding VPU

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Edge Capital Group's VPU Position: Q3 2022 in Review

Edge Capital Group sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 1,348 shares — an estimated $205K sold.

Edge Capital Group first reported a position in VPU in Q1 2021 and held it in 6 quarters. The position peaked at $403K in Q4 2021. 464 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

Edge Capital Group reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
Edge Capital Group sold 1,348 Vanguard Utilities ETF shares in Q3 2022, an estimated $205K.
Edge Capital Group first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 6 quarters.
Edge Capital Group's Vanguard Utilities ETF position peaked at $403K in Q4 2021.
464 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Edge Capital Group's 13F filing for Q3 2022, filed 9 Nov 2022.