Independent Order of Foresters’s Vanguard Utilities ETF VPU Stock Holding History

Independent Order of Foresters’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 Q4	–	Sell	-10,391	Closed	-$1.81M	–	9
2024 Q3	$1.81M	Hold	10,391	–	–	1.04%	9
2024 Q2	$1.54M	Hold	10,391	–	–	0.95%	10
2024 Q1	$1.48M	Buy	+10,391	New	+$1.4M	0.94%	11
2021 Q2	–	Sell	-3,684	Closed	-$518K	–	14
2021 Q1	$518K	Sell	3,684 -406	-10%	-$55.3K	0.31%	14
2020 Q4	$561K	Hold	4,090	–	–	0.33%	12
2020 Q3	$528K	Hold	4,090	–	–	0.36%	12
2020 Q2	$506K	Buy	+4,090	New	+$518K	0.37%	12

Other funds holding VPU

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Order of Foresters's VPU Position: Q4 2024 in Review

Independent Order of Foresters sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 10,391 shares — an estimated $1.81M sold.

Independent Order of Foresters first reported a position in VPU in Q2 2020 and held it in 7 quarters. The position peaked at $1.81M in Q3 2024. 594 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

Independent Order of Foresters reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
Independent Order of Foresters sold 10,391 Vanguard Utilities ETF shares in Q4 2024, an estimated $1.81M.
Independent Order of Foresters first reported a position in Vanguard Utilities ETF in Q2 2020 and held it in 7 quarters.
Independent Order of Foresters's Vanguard Utilities ETF position peaked at $1.81M in Q3 2024.
594 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Independent Order of Foresters's 13F filing for Q4 2024, filed 12 Feb 2025.