Johnson Financial Group Inc (Wisconsin)’s Vanguard Utilities ETF VPU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2022 Q1	–	Sell	-248	Closed	-$39K	–	824
2021 Q4	$39K	Buy	+248	New	+$36.6K	﹤0.01%	489
2019 Q4	–	Sell	-29	Closed	-$4K	–	585
2019 Q3	$4K	Buy	+29	New	+$3.98K	﹤0.01%	502
2015 Q3	–	Sell	-406	Closed	-$37K	–	857
2015 Q2	$37K	Hold	406	–	–	0.01%	535
2015 Q1	$39K	Hold	406	–	–	0.01%	544
2014 Q4	$42K	Hold	406	–	–	0.01%	512
2014 Q3	$37K	Hold	406	–	–	0.01%	488
2014 Q2	$39K	Hold	406	–	–	0.01%	486
2014 Q1	$37K	Hold	406	–	–	0.01%	439
2013 Q4	$34K	Buy	+406	New	+$34K	0.01%	442

Other funds holding VPU

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VPU Position: Q1 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 248 shares — an estimated $39K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VPU in Q4 2013 and held it in 9 quarters. The position peaked at $42K in Q4 2014. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 248 Vanguard Utilities ETF shares in Q1 2022, an estimated $39K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Utilities ETF in Q4 2013 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Utilities ETF position peaked at $42K in Q4 2014.
455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2022, filed 16 May 2022.