MPM
VPU

MBB Public Markets’s Vanguard Utilities ETF VPU Stock Holding History

MBB Public Markets’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
Q4 		– Sell
-2,116
Closed -$301K – 115
2022
Q3 		$301K Hold
2,116
– – 0.01% 90
2022
Q2 		$322K Sell
2,116
-11,284
-84% -$1.78M 0.01% 93
2022
Q1 		$2.17M Buy
13,400
+11,284
+533% +$1.71M 0.04% 40
2021
Q4 		$331K Buy
+2,116
New +$312K 0.01% 328

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MBB Public Markets's VPU Position: Q4 2022 in Review

MBB Public Markets sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 2,116 shares — an estimated $301K sold.

MBB Public Markets first reported a position in VPU in Q4 2021 and held it in 4 quarters. The position peaked at $2.17M in Q1 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

  • MBB Public Markets reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • MBB Public Markets sold 2,116 Vanguard Utilities ETF shares in Q4 2022, an estimated $301K.
  • MBB Public Markets first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 4 quarters.
  • MBB Public Markets's Vanguard Utilities ETF position peaked at $2.17M in Q1 2022.
  • 497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on MBB Public Markets's 13F filing for Q4 2022, filed 14 Feb 2023.