LWAC
VPU

Laurel Wealth Advisors (California)’s Vanguard Utilities ETF VPU Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-1,326
Closed -$215K – 760
2022
Q1 		$215K Sell
1,326
-93
-7% -$14.1K 0.02% 698
2021
Q4 		$222K Buy
+1,419
New +$209K 0.02% 723

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VPU Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Vanguard Utilities ETF (VPU) in Q2 2022, closing a stake of 1,326 shares — an estimated $215K sold.

Laurel Wealth Advisors (California) first reported a position in VPU in Q4 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 466 funds tracked by Wall St. Rank hold VPU as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Vanguard Utilities ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,326 Vanguard Utilities ETF shares in Q2 2022, an estimated $215K.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Vanguard Utilities ETF position peaked at $222K in Q4 2021.
  • 466 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.