Hutchens & Kramer Investment Management Group’s Vanguard Utilities ETF VPU Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q1	–	Sell	-2,060	Closed	-$316K	–	136
2022 Q4	$316K	Sell	2,060 -2,200	-52%	-$326K	0.23%	68
2022 Q3	$624K	Sell	4,260 -10,444	-71%	-$1.66M	0.51%	43
2022 Q2	$2.3M	Buy	14,704 +7,918	+117%	+$1.25M	1.69%	16
2022 Q1	$1.11M	Buy	6,786 +44	+0.7%	+$6.65K	0.62%	43
2021 Q4	$1.05M	Buy	+6,742	New	+$994K	0.66%	41

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's VPU Position: Q1 2023 in Review

Hutchens & Kramer Investment Management Group sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 2,060 shares — an estimated $316K sold.

Hutchens & Kramer Investment Management Group first reported a position in VPU in Q4 2021 and held it in 5 quarters. The position peaked at $2.3M in Q2 2022. 488 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

Hutchens & Kramer Investment Management Group reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 2,060 Vanguard Utilities ETF shares in Q1 2023, an estimated $316K.
Hutchens & Kramer Investment Management Group first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 5 quarters.
Hutchens & Kramer Investment Management Group's Vanguard Utilities ETF position peaked at $2.3M in Q2 2022.
488 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2023, filed 10 Apr 2023.