MIFH
VPU

Migdal Insurance & Financial Holdings’s Vanguard Utilities ETF VPU Stock Holding History

Migdal Insurance & Financial Holdings’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
2024
Q1 		– Sell
-645
Closed -$89K – 501
2023
Q4 		$89K Hold
645
– – ﹤0.01% 293
2023
Q3 		$82K Hold
645
– – ﹤0.01% 295
2023
Q2 		$91K Hold
645
– – ﹤0.01% 285
2023
Q1 		$94K Buy
+645
New +$95.5K ﹤0.01% 321
2017
Q3 		– Sell
-750
Closed -$86K – 585
2017
Q2 		$86K Buy
+750
New +$86.5K ﹤0.01% 364

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Migdal Insurance & Financial Holdings's VPU Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of Vanguard Utilities ETF (VPU) in Q1 2024, closing a stake of 645 shares — an estimated $89K sold.

Migdal Insurance & Financial Holdings first reported a position in VPU in Q2 2017 and held it in 5 quarters. The position peaked at $94K in Q1 2023. 493 funds tracked by Wall St. Rank hold VPU as of Q1 2024.

  • Migdal Insurance & Financial Holdings reported no remaining Vanguard Utilities ETF position as of Q1 2024 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 645 Vanguard Utilities ETF shares in Q1 2024, an estimated $89K.
  • Migdal Insurance & Financial Holdings first reported a position in Vanguard Utilities ETF in Q2 2017 and held it in 5 quarters.
  • Migdal Insurance & Financial Holdings's Vanguard Utilities ETF position peaked at $94K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.