LP
VPU

Lloyd Park’s Vanguard Utilities ETF VPU Stock Holding History

Lloyd Park’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
Q3 		$938K Sell
6,593
-6,572
-50% -$1.05M 1.16% 31
2022
Q2 		$2.01M Buy
13,165
+9
+0.1% +$1.42K 2.1% 9
2022
Q1 		$2.13M Buy
13,156
+3,753
+40% +$568K 2.35% 8
2021
Q4 		$1.47M Buy
+9,403
New +$1.39M 0.82% 25

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BSSFA
Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Lloyd Park's VPU Position: Q3 2022 in Review

Lloyd Park reduced its Vanguard Utilities ETF (VPU) stake by 50% in Q3 2022, selling an estimated $1.05M and leaving 6,593 shares worth $938K. The position accounts for 1.16% of the portfolio, ranked #31.

Lloyd Park first reported a position in VPU in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.13M in Q1 2022. 464 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • Lloyd Park held 6,593 shares of Vanguard Utilities ETF worth $938K as of Q3 2022.
  • Lloyd Park sold 6,572 Vanguard Utilities ETF shares in Q3 2022, an estimated $1.05M.
  • Vanguard Utilities ETF made up 1.16% of Lloyd Park's portfolio in Q3 2022, its #31 holding.
  • Lloyd Park first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Vanguard Utilities ETF position peaked at $2.13M in Q1 2022.
  • 464 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.