I2I
VPU

Insight 2811 Inc’s Vanguard Utilities ETF VPU Stock Holding History

Insight 2811 Inc’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
-4,397
Closed -$625K – 99
2023
Q2 		$625K Buy
4,397
+612
+16% +$89.6K 0.34% 34
2023
Q1 		$558K Sell
3,785
-955
-20% -$141K 0.35% 36
2022
Q4 		$727K Sell
4,740
-1,812
-28% -$269K 0.45% 28
2022
Q3 		$932K Buy
6,552
+557
+9% +$88.8K 0.63% 17
2022
Q2 		$913K Buy
5,995
+3,934
+191% +$619K 0.6% 18
2022
Q1 		$333K Sell
2,061
-61
-3% -$9.22K 0.2% 63
2021
Q4 		$332K Sell
2,122
-164
-7% -$24.2K 0.19% 59
2021
Q3 		$318K Buy
2,286
+266
+13% +$38.8K 0.19% 54
2021
Q2 		$280K Buy
+2,020
New +$289K 0.16% 67

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HP
Hound Partners New York $863M AUM 11.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Insight 2811 Inc's VPU Position: Q3 2023 in Review

Insight 2811 Inc sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 4,397 shares — an estimated $625K sold.

Insight 2811 Inc first reported a position in VPU in Q2 2021 and held it in 9 quarters. The position peaked at $932K in Q3 2022. 482 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

  • Insight 2811 Inc reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 4,397 Vanguard Utilities ETF shares in Q3 2023, an estimated $625K.
  • Insight 2811 Inc first reported a position in Vanguard Utilities ETF in Q2 2021 and held it in 9 quarters.
  • Insight 2811 Inc's Vanguard Utilities ETF position peaked at $932K in Q3 2022.
  • 482 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Insight 2811 Inc's 13F filing for Q3 2023, filed 14 Nov 2023.