LFG
VPU

LifePlan Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

LifePlan Financial Group’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
2020
Q3 		– Sell
-249
Closed -$31K – 600
2020
Q2 		$31K Hold
249
– – 0.01% 286
2020
Q1 		$30K Hold
249
– – 0.02% 275
2019
Q4 		$36K Buy
+249
New +$35K 0.02% 282

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LifePlan Financial Group's VPU Position: Q3 2020 in Review

LifePlan Financial Group sold out of Vanguard Utilities ETF (VPU) in Q3 2020, closing a stake of 249 shares — an estimated $31K sold.

LifePlan Financial Group first reported a position in VPU in Q4 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q3 2020.

  • LifePlan Financial Group reported no remaining Vanguard Utilities ETF position as of Q3 2020 after selling out during the quarter.
  • LifePlan Financial Group sold 249 Vanguard Utilities ETF shares in Q3 2020, an estimated $31K.
  • LifePlan Financial Group first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 3 quarters.
  • LifePlan Financial Group's Vanguard Utilities ETF position peaked at $36K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.