IFAM
VPU

Institutional & Family Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-105
Closed -$15K – 978
2021
Q2 		$15K Buy
+105
New +$15K ﹤0.01% 533

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Institutional & Family Asset Management's VPU Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Vanguard Utilities ETF (VPU) in Q3 2021, closing a stake of 105 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in VPU in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 383 funds tracked by Wall St. Rank hold VPU as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Vanguard Utilities ETF position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 105 Vanguard Utilities ETF shares in Q3 2021, an estimated $15K.
  • Institutional & Family Asset Management first reported a position in Vanguard Utilities ETF in Q2 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Vanguard Utilities ETF position peaked at $15K in Q2 2021.
  • 383 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.