Empirical Finance’s Vanguard Utilities ETF VPU Stock Holding History

Empirical Finance’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 Q2	–	Sell	-3,275	Closed	-$449K	–	417
2021 Q1	$449K	Hold	3,275	–	–	0.08%	207
2020 Q4	$449K	Hold	3,275	–	–	0.08%	207
2020 Q3	$423K	Hold	3,275	–	–	0.09%	193
2020 Q2	$405K	Hold	3,275	–	–	0.1%	163
2020 Q1	$399K	Hold	3,275	–	–	0.12%	138
2019 Q4	$468K	Hold	3,275	–	–	0.11%	142
2019 Q3	$470K	Hold	3,275	–	–	0.13%	124
2019 Q2	$435K	Hold	3,275	–	–	0.12%	119
2019 Q1	$424K	Hold	3,275	–	–	0.11%	125
2018 Q4	$386K	Hold	3,275	–	–	0.11%	112
2018 Q3	$386K	Hold	3,275	–	–	0.1%	110
2018 Q2	$380K	Hold	3,275	–	–	0.1%	94
2018 Q1	$424K	Hold	3,275	–	–	0.11%	125
2017 Q4	$382K	Hold	3,275	–	–	0.13%	88
2017 Q3	$383K	Hold	3,275	–	–	0.13%	97
2017 Q2	$375K	Hold	3,275	–	–	0.14%	94
2017 Q1	$368K	Buy	+3,275	New	+$360K	0.17%	76

Other funds holding VPU

BCMIO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

PCA

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

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Empirical Finance's VPU Position: Q2 2021 in Review

Empirical Finance sold out of Vanguard Utilities ETF (VPU) in Q2 2021, closing a stake of 3,275 shares — an estimated $449K sold.

Empirical Finance first reported a position in VPU in Q1 2017 and held it in 17 quarters. The position peaked at $470K in Q3 2019. 376 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

Empirical Finance reported no remaining Vanguard Utilities ETF position as of Q2 2021 after selling out during the quarter.
Empirical Finance sold 3,275 Vanguard Utilities ETF shares in Q2 2021, an estimated $449K.
Empirical Finance first reported a position in Vanguard Utilities ETF in Q1 2017 and held it in 17 quarters.
Empirical Finance's Vanguard Utilities ETF position peaked at $470K in Q3 2019.
376 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Empirical Finance's 13F filing for Q2 2021, filed 4 Aug 2021.