OMC
VPU

Old Mission Capital’s Vanguard Utilities ETF VPU Stock Holding History

Old Mission Capital’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
-16,046
Closed -$2.51M – 1601
2021
Q4 		$2.51M Buy
+16,046
New +$2.37M 0.1% 198
2020
Q2 		– Sell
-2,100
Closed -$256K – 644
2020
Q1 		$256K Buy
+2,100
New +$295K 0.02% 313

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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 $162B AUM 16.35% 1-Year Est. Return

Old Mission Capital's VPU Position: Q1 2022 in Review

Old Mission Capital sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 16,046 shares — an estimated $2.51M sold.

Old Mission Capital first reported a position in VPU in Q1 2020 and held it in 2 quarters. The position peaked at $2.51M in Q4 2021. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Old Mission Capital reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Old Mission Capital sold 16,046 Vanguard Utilities ETF shares in Q1 2022, an estimated $2.51M.
  • Old Mission Capital first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 2 quarters.
  • Old Mission Capital's Vanguard Utilities ETF position peaked at $2.51M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Old Mission Capital's 13F filing for Q1 2022, filed 13 May 2022.