HP
VPU

Hound Partners’s Vanguard Utilities ETF VPU Stock Holding History

Hound Partners’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
2024
Q2 		– Sell
-87,266
Closed -$12.4M – 19
2024
Q1 		$12.4M Sell
87,266
-196,547
-69% -$26.6M 3.71% 10
2023
Q4 		$38.9M Sell
283,813
-86,852
-23% -$11.5M 12.12% 3
2023
Q3 		$47.3M Buy
370,665
+222,058
+149% +$31.1M 10.48% 3
2023
Q2 		$21.1M Buy
+148,607
New +$21.8M 4.79% 9

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Hound Partners's VPU Position: Q2 2024 in Review

Hound Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 87,266 shares — an estimated $12.4M sold.

Hound Partners first reported a position in VPU in Q2 2023 and held it in 4 quarters. The position peaked at $47.3M in Q3 2023. 514 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

  • Hound Partners reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Hound Partners sold 87,266 Vanguard Utilities ETF shares in Q2 2024, an estimated $12.4M.
  • Hound Partners first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 4 quarters.
  • Hound Partners's Vanguard Utilities ETF position peaked at $47.3M in Q3 2023.
  • 514 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Hound Partners's 13F filing for Q2 2024, filed 14 Aug 2024.