EF
VPU

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 $1.78B 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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