Israel Englander’s Vanguard Utilities ETF VPU Stock Holding History

Israel Englander’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 Q1	–	Sell	-1,990	Closed	-$273K	–	6700
2023 Q4	$273K	Buy	1,990 +382	+24%	+$50.4K	﹤0.01%	5009
2023 Q3	$205K	Buy	+1,608	New	+$225K	﹤0.01%	5109
2023 Q1	–	Sell	-11,083	Closed	-$1.7M	–	6900
2022 Q4	$1.7M	Buy	+11,083	New	+$1.64M	﹤0.01%	3701
2018 Q2	–	Sell	-6,771	Closed	-$757K	–	4203
2018 Q1	$757K	Sell	6,771 -4,226	-38%	-$467K	﹤0.01%	2837
2017 Q4	$1.28M	Buy	+10,997	New	+$1.33M	﹤0.01%	2557
2017 Q3	–	Sell	-5,895	Closed	-$674K	–	3894
2017 Q2	$674K	Buy	+5,895	New	+$680K	﹤0.01%	2652
2016 Q3	–	Sell	-5,387	Closed	-$617K	–	3644
2016 Q2	$617K	Buy	+5,387	New	+$578K	﹤0.01%	2384
2015 Q1	–	Sell	-3,941	Closed	-$403K	–	4147
2014 Q4	$403K	Buy	+3,941	New	+$387K	﹤0.01%	3151

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Israel Englander's VPU Position: Q1 2024 in Review

Israel Englander sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 1,990 shares — an estimated $273K sold.

Israel Englander first reported a position in VPU in Q4 2014 and held it in 8 quarters. The position peaked at $1.7M in Q4 2022. 493 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

Israel Englander reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
Israel Englander sold 1,990 Vanguard Utilities ETF shares in Q1 2024, an estimated $273K.
Israel Englander first reported a position in Vanguard Utilities ETF in Q4 2014 and held it in 8 quarters.
Israel Englander's Vanguard Utilities ETF position peaked at $1.7M in Q4 2022.
493 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.