EI
VPU

Ellevest Inc’s Vanguard Utilities ETF VPU Stock Holding History

Ellevest Inc’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
2021
Q4 		– Sell
-84
Closed -$12.4K – 1669
2021
Q3 		$12K Hold
84
– – ﹤0.01% 795
2021
Q2 		$12K Hold
84
– – ﹤0.01% 733
2021
Q1 		$12K Hold
84
– – ﹤0.01% 762
2020
Q4 		$12K Buy
+84
New +$11.6K ﹤0.01% 720

Other funds holding VPU

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Envestnet Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ellevest Inc's VPU Position: Q4 2021 in Review

Ellevest Inc sold out of Vanguard Utilities ETF (VPU) in Q4 2021, closing a stake of 84 shares — an estimated $12.4K sold.

Ellevest Inc first reported a position in VPU in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 434 funds tracked by Wall St. Rank hold VPU as of Q4 2021.

  • Ellevest Inc reported no remaining Vanguard Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 84 Vanguard Utilities ETF shares in Q4 2021, an estimated $12.4K.
  • Ellevest Inc first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 4 quarters.
  • Ellevest Inc's Vanguard Utilities ETF position peaked at $12K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.