GP
VPU

Girard Partners’s Vanguard Utilities ETF VPU Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-270
Closed -$31K – 812
2018
Q3 		$31K Buy
+270
New +$32K 0.01% 525

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Girard Partners's VPU Position: Q4 2018 in Review

Girard Partners sold out of Vanguard Utilities ETF (VPU) in Q4 2018, closing a stake of 270 shares — an estimated $31K sold.

Girard Partners first reported a position in VPU in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 253 funds tracked by Wall St. Rank hold VPU as of Q4 2018.

  • Girard Partners reported no remaining Vanguard Utilities ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 270 Vanguard Utilities ETF shares in Q4 2018, an estimated $31K.
  • Girard Partners first reported a position in Vanguard Utilities ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Vanguard Utilities ETF position peaked at $31K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.