GT
VPU

Greenleaf Trust’s Vanguard Utilities ETF VPU Stock Holding History

Greenleaf Trust’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
Q4 		– Sell
-183
Closed -$21K – 715
2017
Q3 		$21K Buy
+183
New +$21.6K ﹤0.01% 573

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenleaf Trust's VPU Position: Q4 2017 in Review

Greenleaf Trust sold out of Vanguard Utilities ETF (VPU) in Q4 2017, closing a stake of 183 shares — an estimated $21K sold.

Greenleaf Trust first reported a position in VPU in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 216 funds tracked by Wall St. Rank hold VPU as of Q4 2017.

  • Greenleaf Trust reported no remaining Vanguard Utilities ETF position as of Q4 2017 after selling out during the quarter.
  • Greenleaf Trust sold 183 Vanguard Utilities ETF shares in Q4 2017, an estimated $21K.
  • Greenleaf Trust first reported a position in Vanguard Utilities ETF in Q3 2017 and held it in 1 quarter.
  • Greenleaf Trust's Vanguard Utilities ETF position peaked at $21K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2017.

Based on Greenleaf Trust's 13F filing for Q4 2017, filed 8 Feb 2018.