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

Frontier 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
2022 Q2	$834K	Buy	+5,472	New	+$861K	0.06%	195
2022 Q1	–	Sell	-5,463	Closed	-$854K	–	442
2021 Q4	$854K	Buy	5,463 +34	+0.6%	+$5.01K	0.06%	211
2021 Q3	$755K	Buy	5,429 +820	+18%	+$120K	0.05%	223
2021 Q2	$639K	Buy	4,609 +3	+0.1%	+$430	0.04%	232
2021 Q1	$647K	Buy	+4,606	New	+$627K	0.05%	212

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

PCA

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Frontier Wealth Management's VPU Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2022: 5,472 shares worth $834K. The stake represents 0.06% of the portfolio and ranks #195 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in VPU as recently as Q4 2021.

Frontier Wealth Management first reported a position in VPU in Q1 2021 and has held it in 5 quarters since. The position peaked at $854K in Q4 2021. 466 funds tracked by Wall St. Rank hold VPU as of Q2 2022.

Frontier Wealth Management held 5,472 shares of Vanguard Utilities ETF worth $834K as of Q2 2022.
Vanguard Utilities ETF was a new Frontier Wealth Management position in Q2 2022.
Vanguard Utilities ETF made up 0.06% of Frontier Wealth Management's portfolio in Q2 2022, its #195 holding.
Frontier Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 5 quarters since.
Frontier Wealth Management's Vanguard Utilities ETF position peaked at $854K in Q4 2021.
466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.