EWM
VPU

Empirical Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Empirical Wealth 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
2017
Q4 		– Sell
-1,996
Closed -$233K – 153
2017
Q3 		$233K Buy
+1,996
New +$236K 0.05% 125

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empirical Wealth Management's VPU Position: Q4 2017 in Review

Empirical Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2017, closing a stake of 1,996 shares — an estimated $233K sold.

Empirical Wealth Management first reported a position in VPU in Q3 2017 and held it in 1 quarter. The position peaked at $233K in Q3 2017. 216 funds tracked by Wall St. Rank hold VPU as of Q4 2017.

  • Empirical Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2017 after selling out during the quarter.
  • Empirical Wealth Management sold 1,996 Vanguard Utilities ETF shares in Q4 2017, an estimated $233K.
  • Empirical Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 1 quarter.
  • Empirical Wealth Management's Vanguard Utilities ETF position peaked at $233K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2017.

Based on Empirical Wealth Management's 13F filing for Q4 2017, filed 12 Feb 2018.