Fukoku Mutual Life Insurance’s Vanguard Utilities ETF VPU Stock Holding History

Fukoku Mutual Life Insurance’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
2023 Q1	–	Sell	-77,000	Closed	-$11.8M	–	278
2022 Q4	$11.8M	Hold	77,000	–	–	1%	39
2022 Q3	$11M	Hold	77,000	–	–	1.03%	38
2022 Q2	$11.7M	Hold	77,000	–	–	0.99%	40
2022 Q1	$12.5M	Hold	77,000	–	–	0.95%	42
2021 Q4	$12M	Hold	77,000	–	–	0.89%	44
2021 Q3	$10.7M	Hold	77,000	–	–	0.84%	46
2021 Q2	$10.7M	Hold	77,000	–	–	0.86%	46
2021 Q1	$10.8M	Hold	77,000	–	–	1.04%	38
2020 Q4	$10.6M	Hold	77,000	–	–	1.09%	37
2020 Q3	$9.94M	Hold	77,000	–	–	1.05%	38
2020 Q2	$9.52M	Hold	77,000	–	–	1.08%	35
2020 Q1	$9.39M	Hold	77,000	–	–	1.36%	27
2019 Q4	$11M	Hold	77,000	–	–	1.2%	32
2019 Q3	$11.1M	Hold	77,000	–	–	1.28%	30
2019 Q2	$10.2M	Hold	77,000	–	–	1.25%	30
2019 Q1	$9.98M	Hold	77,000	–	–	1.28%	32
2018 Q4	$9.07M	Hold	77,000	–	–	1.26%	29
2018 Q3	$9.08M	Hold	77,000	–	–	1.17%	36
2018 Q2	$8.93M	Hold	77,000	–	–	1.27%	32
2018 Q1	$8.61M	Hold	77,000	–	–	1.32%	34
2017 Q4	$8.98M	Hold	77,000	–	–	1.35%	34
2017 Q3	$8.99M	Hold	77,000	–	–	1.33%	33
2017 Q2	$8.8M	Buy	+77,000	New	+$8.88M	1.3%	32
2016 Q1	–	Sell	-75,000	Closed	-$7.04M	–	310
2015 Q4	$7.04M	Buy	75,000 +20,000	+36%	+$1.87M	1.2%	27
2015 Q3	$5.12M	Buy	55,000 +2,100	+4%	+$195K	0.97%	32
2015 Q2	$4.76M	Sell	52,900 -46,000	-47%	-$4.38M	0.75%	45
2015 Q1	$9.58M	Buy	98,900 +84,700	+596%	+$8.5M	1.58%	21
2014 Q4	$1.45M	Sell	14,200 -10,800	-43%	-$1.06M	0.26%	60
2014 Q3	$2.28M	Buy	+25,000	New	+$2.31M	0.42%	55

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Fukoku Mutual Life Insurance's VPU Position: Q1 2023 in Review

Fukoku Mutual Life Insurance sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 77,000 shares — an estimated $11.8M sold.

Fukoku Mutual Life Insurance first reported a position in VPU in Q3 2014 and held it in 29 quarters. The position peaked at $12.5M in Q1 2022. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

Fukoku Mutual Life Insurance reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 77,000 Vanguard Utilities ETF shares in Q1 2023, an estimated $11.8M.
Fukoku Mutual Life Insurance first reported a position in Vanguard Utilities ETF in Q3 2014 and held it in 29 quarters.
Fukoku Mutual Life Insurance's Vanguard Utilities ETF position peaked at $12.5M in Q1 2022.
487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2023, filed 18 Apr 2023.