MG
VPU

Michael Gelband’s Vanguard Utilities ETF VPU Stock Holding History

Michael Gelband’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
Q1 		– Sell
-2
Closed – – 2711
2021
Q4 		$0 Sell
2
-9,157
-100% -$1.35M ﹤0.01% 2631
2021
Q3 		$1.27M Buy
9,159
+9,059
+9,059% +$1.32M 0.02% 920
2021
Q2 		$14K Buy
+100
New +$14.3K ﹤0.01% 2259
2020
Q1 		– Sell
-5,620
Closed -$803K – 1678
2019
Q4 		$803K Buy
+5,620
New +$790K 0.02% 643

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Michael Gelband's VPU Position: Q1 2022 in Review

Michael Gelband sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 2 shares.

Michael Gelband first reported a position in VPU in Q4 2019 and held it in 4 quarters. The position peaked at $1.27M in Q3 2021. 456 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Michael Gelband reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Michael Gelband sold 2 Vanguard Utilities ETF shares in Q1 2022.
  • Michael Gelband first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 4 quarters.
  • Michael Gelband's Vanguard Utilities ETF position peaked at $1.27M in Q3 2021.
  • 456 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on ExodusPoint Capital Management's 13F filing for Q1 2022, filed 13 May 2022.