Meitav Investment House’s Vanguard Utilities ETF VPU Stock Holding History

Meitav Investment House’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	-3,000	Closed	-$422K	–	515
2023 Q2	$422K	Hold	3,000	–	–	0.01%	289
2023 Q1	$439K	Hold	3,000	–	–	0.01%	292
2022 Q4	$465K	Hold	3,000	–	–	0.01%	299
2022 Q3	$435K	Hold	3,000	–	–	0.01%	298
2022 Q2	$457K	Hold	3,000	–	–	0.01%	281
2022 Q1	$485K	Hold	3,000	–	–	0.01%	314
2021 Q4	$467K	Hold	3,000	–	–	0.01%	313
2021 Q3	$417K	Hold	3,000	–	–	0.01%	326
2021 Q2	$416K	Hold	3,000	–	–	0.01%	325
2021 Q1	$422	Hold	3,000	–	–	0.01%	286
2020 Q4	$412K	Hold	3,000	–	–	0.02%	301
2020 Q3	$387K	Hold	3,000	–	–	0.02%	288
2020 Q2	$371K	Hold	3,000	–	–	0.02%	265
2020 Q1	$366K	Hold	3,000	–	–	0.03%	264
2019 Q4	$429K	Sell	3,000 -2,000	-40%	-$281K	0.03%	251
2019 Q3	$723K	Hold	5,000	–	–	0.05%	199
2019 Q2	$661K	Buy	5,000 +1,300	+35%	+$170K	0.04%	199
2019 Q1	$477K	Buy	3,700 +1,700	+85%	+$211K	0.03%	245
2018 Q4	$236K	Buy	+2,000	New	+$242K	0.01%	296
2018 Q3	–	Sell	-2,000	Closed	-$232K	–	476
2018 Q2	$232K	Buy	+2,000	New	+$225K	0.01%	399

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

Meitav Investment House's VPU Position: Q3 2023 in Review

Meitav Investment House sold out of Vanguard Utilities ETF (VPU) in Q3 2023, closing a stake of 3,000 shares — an estimated $422K sold.

Meitav Investment House first reported a position in VPU in Q2 2018 and held it in 20 quarters. The position peaked at $723K in Q3 2019. 481 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

Meitav Investment House reported no remaining Vanguard Utilities ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 3,000 Vanguard Utilities ETF shares in Q3 2023, an estimated $422K.
Meitav Investment House first reported a position in Vanguard Utilities ETF in Q2 2018 and held it in 20 quarters.
Meitav Investment House's Vanguard Utilities ETF position peaked at $723K in Q3 2019.
481 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.