MS
VPU

Marshall & Sullivan’s Vanguard Utilities ETF VPU Stock Holding History

Marshall & Sullivan’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 		– Sell
-65
Closed -$9K – 88
2022
Q2 		$9K Buy
+65
New +$10.2K 0.01% 78

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Marshall & Sullivan's VPU Position: Q3 2022 in Review

Marshall & Sullivan sold out of Vanguard Utilities ETF (VPU) in Q3 2022, closing a stake of 65 shares — an estimated $9K sold.

Marshall & Sullivan first reported a position in VPU in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 465 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • Marshall & Sullivan reported no remaining Vanguard Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 65 Vanguard Utilities ETF shares in Q3 2022, an estimated $9K.
  • Marshall & Sullivan first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's Vanguard Utilities ETF position peaked at $9K in Q2 2022.
  • 465 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.