FFW
VPU

Fusion Family Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Fusion Family Wealth’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
Q3 		– Sell
-25
Closed -$3K – 299
2017
Q2 		$3K Hold
25
– – ﹤0.01% 242
2017
Q1 		$3K Buy
+25
New +$2.75K ﹤0.01% 259

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fusion Family Wealth's VPU Position: Q3 2017 in Review

Fusion Family Wealth sold out of Vanguard Utilities ETF (VPU) in Q3 2017, closing a stake of 25 shares — an estimated $3K sold.

Fusion Family Wealth first reported a position in VPU in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 188 funds tracked by Wall St. Rank hold VPU as of Q3 2017.

  • Fusion Family Wealth reported no remaining Vanguard Utilities ETF position as of Q3 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 25 Vanguard Utilities ETF shares in Q3 2017, an estimated $3K.
  • Fusion Family Wealth first reported a position in Vanguard Utilities ETF in Q1 2017 and held it in 2 quarters.
  • Fusion Family Wealth's Vanguard Utilities ETF position peaked at $3K in Q2 2017.
  • 188 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2017.

Based on Fusion Family Wealth's 13F filing for Q3 2017, filed 30 Oct 2017.