MayTech Global Investments’s Vanguard Utilities ETF VPU Stock Holding History

MayTech Global Investments’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
2023 Q3	–	Sell	-9,716	Closed	-$1.38M	–	31
2023 Q2	$1.38M	Buy	+9,716	New	+$1.42M	0.27%	26
2023 Q1	–	Sell	-9,716	Closed	-$1.49M	–	58
2022 Q4	$1.49M	Buy	+9,716	New	+$1.44M	0.49%	24
2022 Q3	–	Sell	-9,716	Closed	-$1.48M	–	67
2022 Q2	$1.48M	Hold	9,716	–	–	0.47%	27
2022 Q1	$1.57M	Hold	9,716	–	–	0.36%	29
2021 Q4	$1.52M	Hold	9,716	–	–	0.31%	28
2021 Q3	$1.35M	Hold	9,716	–	–	0.28%	28
2021 Q2	$1.35M	Hold	9,716	–	–	0.28%	27
2021 Q1	$1.36M	Sell	9,716 -10,884	-53%	-$1.48M	0.33%	28
2020 Q4	$2.83M	Buy	20,600 +4,400	+27%	+$607K	0.67%	24
2020 Q3	$2.09M	Hold	16,200	–	–	0.56%	25
2020 Q2	$2M	Hold	16,200	–	–	0.63%	26
2020 Q1	$1.98M	Hold	16,200	–	–	0.9%	23
2019 Q4	$2.31M	Hold	16,200	–	–	1.01%	26
2019 Q3	$2.33M	Buy	+16,200	New	+$2.22M	1.15%	23

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MayTech Global Investments's VPU Position: Q3 2023 in Review

MayTech Global Investments sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 9,716 shares — an estimated $1.38M sold.

MayTech Global Investments first reported a position in VPU in Q3 2019 and held it in 14 quarters. The position peaked at $2.83M in Q4 2020. 482 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

MayTech Global Investments reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
MayTech Global Investments sold 9,716 Vanguard Utilities ETF shares in Q3 2023, an estimated $1.38M.
MayTech Global Investments first reported a position in Vanguard Utilities ETF in Q3 2019 and held it in 14 quarters.
MayTech Global Investments's Vanguard Utilities ETF position peaked at $2.83M in Q4 2020.
482 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on MayTech Global Investments's 13F filing for Q3 2023, filed 13 Nov 2023.