HB
VPU

Horizon Bancorp’s Vanguard Utilities ETF VPU Stock Holding History

Horizon Bancorp’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
-110
Closed -$16K – 249
2023
Q2 		$16K Hold
110
– – 0.01% 174
2023
Q1 		$16K Hold
110
– – 0.01% 123
2022
Q4 		$17K Buy
+110
New +$16.3K 0.01% 155

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

Horizon Bancorp's VPU Position: Q3 2023 in Review

Horizon Bancorp sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 110 shares — an estimated $16K sold.

Horizon Bancorp first reported a position in VPU in Q4 2022 and held it in 3 quarters. The position peaked at $17K in Q4 2022. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Horizon Bancorp reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Horizon Bancorp sold 110 Vanguard Utilities ETF shares in Q3 2023, an estimated $16K.
  • Horizon Bancorp first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 3 quarters.
  • Horizon Bancorp's Vanguard Utilities ETF position peaked at $17K in Q4 2022.
  • 481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Horizon Bancorp's 13F filing for Q3 2023, filed 24 Oct 2023.