OFG
VPU

Oxford Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Oxford Financial Group’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
2023
Q2 		– Sell
-52
Closed -$7.67K – 308
2023
Q1 		$7.67K Hold
52
– – ﹤0.01% 241
2022
Q4 		$7.97K Hold
52
– – ﹤0.01% 247
2022
Q3 		$7K Hold
52
– – ﹤0.01% 225
2022
Q2 		$8K Buy
+52
New +$8.18K ﹤0.01% 247

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Oxford Financial Group's VPU Position: Q2 2023 in Review

Oxford Financial Group sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 52 shares — an estimated $7.67K sold.

Oxford Financial Group first reported a position in VPU in Q2 2022 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • Oxford Financial Group reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 52 Vanguard Utilities ETF shares in Q2 2023, an estimated $7.67K.
  • Oxford Financial Group first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 4 quarters.
  • Oxford Financial Group's Vanguard Utilities ETF position peaked at $8K in Q2 2022.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.