PO
VPU

Private Ocean’s Vanguard Utilities ETF VPU Stock Holding History

Private Ocean’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
Q4 		– Sell
-1,786
Closed -$254K – 640
2022
Q3 		$254K Buy
+1,786
New +$285K 0.04% 109

Other funds holding VPU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Ocean's VPU Position: Q4 2022 in Review

Private Ocean sold out of Vanguard Utilities ETF (VPU) in Q4 2022, closing a stake of 1,786 shares — an estimated $254K sold.

Private Ocean first reported a position in VPU in Q3 2022 and held it in 1 quarter. The position peaked at $254K in Q3 2022. 497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

  • Private Ocean reported no remaining Vanguard Utilities ETF position as of Q4 2022 after selling out during the quarter.
  • Private Ocean sold 1,786 Vanguard Utilities ETF shares in Q4 2022, an estimated $254K.
  • Private Ocean first reported a position in Vanguard Utilities ETF in Q3 2022 and held it in 1 quarter.
  • Private Ocean's Vanguard Utilities ETF position peaked at $254K in Q3 2022.
  • 497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.