GIA
VPU

GHP Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

GHP Investment Advisors’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
Q2 		– Sell
-574
Closed -$84.7K – 969
2023
Q1 		$84.7K Hold
574
– – 0.01% 446
2022
Q4 		$88K Buy
+574
New +$85.1K 0.01% 449

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

GHP Investment Advisors's VPU Position: Q2 2023 in Review

GHP Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 574 shares — an estimated $84.7K sold.

GHP Investment Advisors first reported a position in VPU in Q4 2022 and held it in 2 quarters. The position peaked at $88K in Q4 2022. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • GHP Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 574 Vanguard Utilities ETF shares in Q2 2023, an estimated $84.7K.
  • GHP Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 2 quarters.
  • GHP Investment Advisors's Vanguard Utilities ETF position peaked at $88K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on GHP Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.