PPP
VPU

Private Portfolio Partners’s Vanguard Utilities ETF VPU Stock Holding History

Private Portfolio Partners’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 		$1.46M Buy
8,961
+249
+3% +$42.6K 0.27% 65
2024
Q3 		$1.52M Buy
8,712
+74
+0.9% +$11.9K 0.28% 63
2024
Q2 		$1.28M Buy
8,638
+543
+7% +$80.9K 1.04% 23
2024
Q1 		$1.15M Buy
8,095
+1,130
+16% +$153K 0.24% 72
2023
Q4 		$955K Buy
6,965
+3,183
+84% +$420K 0.22% 84
2023
Q3 		$482K Buy
3,782
+926
+32% +$130K 0.13% 135
2023
Q2 		$406K Buy
+2,856
New +$418K 0.1% 159

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Portfolio Partners's VPU Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Utilities ETF (VPU) stake by 2.9% in Q4 2024, buying an estimated $42.6K and bringing the position to 8,961 shares worth $1.46M. The position accounts for 0.27% of the portfolio, ranked #65.

Private Portfolio Partners first reported a position in VPU in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2024. 593 funds tracked by Wall St. Rank hold VPU as of Q4 2024.

  • Private Portfolio Partners held 8,961 shares of Vanguard Utilities ETF worth $1.46M as of Q4 2024.
  • Private Portfolio Partners bought 249 Vanguard Utilities ETF shares in Q4 2024, an estimated $42.6K.
  • Vanguard Utilities ETF made up 0.27% of Private Portfolio Partners's portfolio in Q4 2024, its #65 holding.
  • Private Portfolio Partners first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 7 quarters since.
  • Private Portfolio Partners's Vanguard Utilities ETF position peaked at $1.52M in Q3 2024.
  • 593 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.