MWM
VPU

Moran Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Moran Wealth 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
2024
Q4 		– Sell
-9,500
Closed -$1.65M – 460
2024
Q3 		$1.65M Sell
9,500
-485
-5% -$78K 0.05% 269
2024
Q2 		$1.48M Sell
9,985
-676
-6% -$101K 0.05% 263
2024
Q1 		$1.52M Buy
+10,661
New +$1.44M 0.05% 267

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Moran Wealth Management's VPU Position: Q4 2024 in Review

Moran Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2024, closing a stake of 9,500 shares — an estimated $1.65M sold.

Moran Wealth Management first reported a position in VPU in Q1 2024 and held it in 3 quarters. The position peaked at $1.65M in Q3 2024. 595 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Moran Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2024 after selling out during the quarter.
  • Moran Wealth Management sold 9,500 Vanguard Utilities ETF shares in Q4 2024, an estimated $1.65M.
  • Moran Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2024 and held it in 3 quarters.
  • Moran Wealth Management's Vanguard Utilities ETF position peaked at $1.65M in Q3 2024.
  • 595 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Moran Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.