IH
VPU

IFC Holdings’s Vanguard Utilities ETF VPU Stock Holding History

IFC Holdings’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
2018
Q1 		– Sell
-1,834
Closed -$213K – 423
2017
Q4 		$213K Buy
+1,834
New +$221K 0.01% 455
2016
Q4 		– Sell
-4,767
Closed -$510K – 453
2016
Q3 		$510K Sell
4,767
-240
-5% -$26.6K 0.05% 217
2016
Q2 		$574K Sell
5,007
-227
-4% -$24.4K 0.06% 198
2016
Q1 		$567K Buy
+5,234
New +$523K 0.07% 186
2014
Q1 		– Sell
-3,774
Closed -$316K – 349
2013
Q4 		$316K Sell
3,774
-3,065
-45% -$256K 0.07% 242
2013
Q3 		$559K Sell
6,839
-68
-1% -$5.66K 0.12% 190
2013
Q2 		$564K Buy
+6,907
New +$588K 0.13% 172

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFC Holdings's VPU Position: Q1 2018 in Review

IFC Holdings sold out of Vanguard Utilities ETF (VPU) in Q1 2018, closing a stake of 1,834 shares — an estimated $213K sold.

IFC Holdings first reported a position in VPU in Q2 2013 and held it in 7 quarters. The position peaked at $574K in Q2 2016. 219 funds tracked by Wall St. Rank hold VPU as of Q1 2018.

  • IFC Holdings reported no remaining Vanguard Utilities ETF position as of Q1 2018 after selling out during the quarter.
  • IFC Holdings sold 1,834 Vanguard Utilities ETF shares in Q1 2018, an estimated $213K.
  • IFC Holdings first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 7 quarters.
  • IFC Holdings's Vanguard Utilities ETF position peaked at $574K in Q2 2016.
  • 219 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.