NEXT Financial Holdings’s Vanguard Utilities ETF VPU Stock Holding History

NEXT 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
2019 Q1	$2.89M	Buy	+22,267	New	+$2.76M	0.73%	18

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEXT Financial Holdings's VPU Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Vanguard Utilities ETF (VPU) in Q1 2019: 22,267 shares worth $2.89M. The stake represents 0.73% of the portfolio and ranks #18 among its holdings.

270 funds tracked by Wall St. Rank hold VPU as of Q1 2019.

NEXT Financial Holdings held 22,267 shares of Vanguard Utilities ETF worth $2.89M as of Q1 2019.
Vanguard Utilities ETF was a new NEXT Financial Holdings position in Q1 2019.
Vanguard Utilities ETF made up 0.73% of NEXT Financial Holdings's portfolio in Q1 2019, its #18 holding.
270 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.