MPM
VPU

Meritage Portfolio Management’s Vanguard Utilities ETF VPU Stock Holding History

Meritage Portfolio Management’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
Q4 		– Sell
-29,584
Closed -$3.77M – 355
2023
Q3 		$3.77M Buy
+29,584
New +$4.14M 0.28% 121
2019
Q3 		– Sell
-28,803
Closed -$3.83M – 251
2019
Q2 		$3.83M Buy
+28,803
New +$3.77M 0.39% 98

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meritage Portfolio Management's VPU Position: Q4 2023 in Review

Meritage Portfolio Management sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 29,584 shares — an estimated $3.77M sold.

Meritage Portfolio Management first reported a position in VPU in Q2 2019 and held it in 2 quarters. The position peaked at $3.83M in Q2 2019. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

  • Meritage Portfolio Management reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 29,584 Vanguard Utilities ETF shares in Q4 2023, an estimated $3.77M.
  • Meritage Portfolio Management first reported a position in Vanguard Utilities ETF in Q2 2019 and held it in 2 quarters.
  • Meritage Portfolio Management's Vanguard Utilities ETF position peaked at $3.83M in Q2 2019.
  • 498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on Meritage Portfolio Management's 13F filing for Q4 2023, filed 2 Feb 2024.