HFA
VPU

Hoover Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Hoover Financial 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
Q2 		$1K Hold
10
– – ﹤0.01% 628
2021
Q1 		$1K Hold
10
– – ﹤0.01% 583
2020
Q4 		$1K Hold
10
– – ﹤0.01% 519
2020
Q3 		$1K Hold
10
– – ﹤0.01% 185
2020
Q2 		$1K Buy
+10
New +$1.27K ﹤0.01% 485

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Hoover Financial Advisors's VPU Position: Q2 2021 in Review

Hoover Financial Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2021 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Hoover Financial Advisors first reported a position in VPU in Q2 2020 and has held it in 5 quarters since. 377 funds tracked by Wall St. Rank hold VPU as of Q2 2021.

  • Hoover Financial Advisors held 10 shares of Vanguard Utilities ETF worth $1K as of Q2 2021.
  • Hoover Financial Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2021.
  • Vanguard Utilities ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #628 holding.
  • Hoover Financial Advisors first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 5 quarters since.
  • 377 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.