HWM
VPU

HB Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

HB Wealth Management’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
Q3 		– Sell
-1,415
Closed -$201K – 785
2023
Q2 		$201K Hold
1,415
– – ﹤0.01% 685
2023
Q1 		$209K Sell
1,415
-245
-15% -$36.3K ﹤0.01% 665
2022
Q4 		$255K Buy
+1,660
New +$246K ﹤0.01% 567
2022
Q1 		– Sell
-4,288
Closed -$671K – 625
2021
Q4 		$671K Buy
+4,288
New +$632K 0.01% 275

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HB Wealth Management's VPU Position: Q3 2023 in Review

HB Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 1,415 shares — an estimated $201K sold.

HB Wealth Management first reported a position in VPU in Q4 2021 and held it in 4 quarters. The position peaked at $671K in Q4 2021. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • HB Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • HB Wealth Management sold 1,415 Vanguard Utilities ETF shares in Q3 2023, an estimated $201K.
  • HB Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's Vanguard Utilities ETF position peaked at $671K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on HB Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.