LSA
VPU

L & S Advisors’s Vanguard Utilities ETF VPU Stock Holding History

L & S 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
Q4 		– Sell
-35,351
Closed -$6.15M – 374
2024
Q3 		$6.15M Buy
+35,351
New +$5.68M 0.64% 51

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

L & S Advisors's VPU Position: Q4 2024 in Review

L & S Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 35,351 shares — an estimated $6.15M sold.

L & S Advisors first reported a position in VPU in Q3 2024 and held it in 1 quarter. The position peaked at $6.15M in Q3 2024. 595 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • L & S Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • L & S Advisors sold 35,351 Vanguard Utilities ETF shares in Q4 2024, an estimated $6.15M.
  • L & S Advisors first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 1 quarter.
  • L & S Advisors's Vanguard Utilities ETF position peaked at $6.15M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on L & S Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.