HIF
VPU

Hill Island Financial’s Vanguard Utilities ETF VPU Stock Holding History

Hill Island Financial’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
Q4 		– Sell
-1,756
Closed -$224K – 75
2023
Q3 		$224K Hold
1,756
– – 0.09% 49
2023
Q2 		$250K Hold
1,756
– – 0.09% 50
2023
Q1 		$260K Hold
1,756
– – 0.1% 48
2022
Q4 		$269K Buy
1,756
+30
+2% +$4.45K 0.12% 49
2022
Q3 		$246K Hold
1,726
– – 0.11% 42
2022
Q2 		$263K Buy
1,726
+12
+0.7% +$1.89K 0.12% 40
2022
Q1 		$277K Buy
1,714
+11
+0.6% +$1.66K 0.1% 43
2021
Q4 		$266K Buy
+1,703
New +$251K 0.09% 47

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 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

Hill Island Financial's VPU Position: Q4 2023 in Review

Hill Island Financial sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 1,756 shares — an estimated $224K sold.

Hill Island Financial first reported a position in VPU in Q4 2021 and held it in 8 quarters. The position peaked at $277K in Q1 2022. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

  • Hill Island Financial reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Hill Island Financial sold 1,756 Vanguard Utilities ETF shares in Q4 2023, an estimated $224K.
  • Hill Island Financial first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 8 quarters.
  • Hill Island Financial's Vanguard Utilities ETF position peaked at $277K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on Hill Island Financial's 13F filing for Q4 2023, filed 18 Jan 2024.