IA
VPU

Inspire Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Inspire Advisors’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
-3,310
Closed -$472K – 476
2024
Q1 		$472K Buy
3,310
+69
+2% +$9.33K 0.07% 216
2023
Q4 		$444K Buy
+3,241
New +$428K 0.07% 206
2021
Q1 		– Sell
-119
Closed -$16K – 703
2020
Q4 		$16K Buy
+119
New +$16.4K 0.01% 460

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

Inspire Advisors's VPU Position: Q2 2024 in Review

Inspire Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2024, closing a stake of 3,310 shares — an estimated $472K sold.

Inspire Advisors first reported a position in VPU in Q4 2020 and held it in 3 quarters. The position peaked at $472K in Q1 2024. 514 funds tracked by Wall St. Rank hold VPU as of Q2 2024.

  • Inspire Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2024 after selling out during the quarter.
  • Inspire Advisors sold 3,310 Vanguard Utilities ETF shares in Q2 2024, an estimated $472K.
  • Inspire Advisors first reported a position in Vanguard Utilities ETF in Q4 2020 and held it in 3 quarters.
  • Inspire Advisors's Vanguard Utilities ETF position peaked at $472K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2024.

Based on Inspire Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.