HWA
VPU

Heritage Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Heritage Wealth 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
Q3 		– Sell
-30
Closed -$4.26K – 570
2023
Q2 		$4.26K Buy
+30
New +$4.39K ﹤0.01% 478

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

Heritage Wealth Advisors's VPU Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 30 shares — an estimated $4.26K sold.

Heritage Wealth Advisors first reported a position in VPU in Q2 2023 and held it in 1 quarter. The position peaked at $4.26K in Q2 2023. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Heritage Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 30 Vanguard Utilities ETF shares in Q3 2023, an estimated $4.26K.
  • Heritage Wealth Advisors first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard Utilities ETF position peaked at $4.26K in Q2 2023.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.