HCIA
VPU

Hochman Cole Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$575K Buy
4,134
+282
+7% +$41.2K 0.23% 71
2021
Q2 		$535K Sell
3,852
-143
-4% -$20.5K 0.21% 74
2021
Q1 		$561K Sell
3,995
-245
-6% -$33.4K 0.24% 70
2020
Q4 		$582K Sell
4,240
-329
-7% -$45.4K 0.25% 64
2020
Q3 		$590K Buy
4,569
+427
+10% +$55.2K 0.29% 59
2020
Q2 		$512K Buy
4,142
+1
+0% +$127 0.28% 66
2020
Q1 		$505K Buy
4,141
+140
+3% +$19.7K 0.35% 54
2019
Q4 		$572K Sell
4,001
-143
-3% -$20.1K 0.31% 61
2019
Q3 		$595K Sell
4,144
-110
-3% -$15.1K 0.37% 57
2019
Q2 		$565K Hold
4,254
– – 0.34% 59
2019
Q1 		$551K Hold
4,254
– – 0.33% 60
2018
Q4 		$501K Buy
4,254
+110
+3% +$13.3K 0.34% 60
2018
Q3 		$488K Sell
4,144
-560
-12% -$66.4K 0.3% 58
2018
Q2 		$545K Hold
4,704
– – 0.36% 55
2018
Q1 		$526K Sell
4,704
-479
-9% -$52.9K 0.37% 51
2017
Q4 		$604K Hold
5,183
– – 0.38% 50
2017
Q3 		$605K Hold
5,183
– – 0.4% 48
2017
Q2 		$592K Hold
5,183
– – 0.41% 49
2017
Q1 		$584K Hold
5,183
– – 0.42% 48
2016
Q4 		$555K Hold
5,183
– – 0.4% 50
2016
Q3 		$554K Buy
5,183
+1,112
+27% +$123K 0.41% 51
2016
Q2 		$466K Buy
4,071
+1
+0% +$107 0.38% 50
2016
Q1 		$438K Hold
4,070
– – 0.37% 51
2015
Q4 		$382K Buy
+4,070
New +$381K 0.32% 52

Other funds holding VPU

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 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Hochman Cole Investment Advisors's VPU Position: Q3 2021 in Review

Hochman Cole Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 7.3% in Q3 2021, buying an estimated $41.2K and bringing the position to 4,134 shares worth $575K. The position accounts for 0.23% of the portfolio, ranked #71.

Hochman Cole Investment Advisors first reported a position in VPU in Q4 2015 and has held it in 24 quarters since. The position peaked at $605K in Q3 2017. 383 funds tracked by Wall St. Rank hold VPU as of Q3 2021.

  • Hochman Cole Investment Advisors held 4,134 shares of Vanguard Utilities ETF worth $575K as of Q3 2021.
  • Hochman Cole Investment Advisors bought 282 Vanguard Utilities ETF shares in Q3 2021, an estimated $41.2K.
  • Vanguard Utilities ETF made up 0.23% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #71 holding.
  • Hochman Cole Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Vanguard Utilities ETF position peaked at $605K in Q3 2017.
  • 383 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.