MSU
VPU

Mizuho Securities USA’s Vanguard Utilities ETF VPU Stock Holding History

Mizuho Securities USA’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
2020
Q4 		– Sell
-36,589
Closed -$4.72M – 236
2020
Q3 		$4.72M Buy
+36,589
New +$4.73M 0.34% 40

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Mizuho Securities USA's VPU Position: Q4 2020 in Review

Mizuho Securities USA sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 36,589 shares — an estimated $4.72M sold.

Mizuho Securities USA first reported a position in VPU in Q3 2020 and held it in 1 quarter. The position peaked at $4.72M in Q3 2020. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

  • Mizuho Securities USA reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Mizuho Securities USA sold 36,589 Vanguard Utilities ETF shares in Q4 2020, an estimated $4.72M.
  • Mizuho Securities USA first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 1 quarter.
  • Mizuho Securities USA's Vanguard Utilities ETF position peaked at $4.72M in Q3 2020.
  • 374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Mizuho Securities USA's 13F filing for Q4 2020, filed 29 Jan 2021.