PA
VPU

PSI Advisors’s Vanguard Utilities ETF VPU Stock Holding History

PSI Advisors’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
Q4 		– Sell
-75
Closed -$9.57K – 895
2023
Q3 		$9.57K Hold
75
– – ﹤0.01% 501
2023
Q2 		$10.7K Hold
75
– – ﹤0.01% 479
2023
Q1 		$11.1K Hold
75
– – 0.01% 419
2022
Q4 		$11.5K Hold
75
– – 0.01% 406
2022
Q3 		$11K Hold
75
– – 0.01% 420
2022
Q2 		$11K Hold
75
– – 0.01% 451
2022
Q1 		$12K Hold
75
– – ﹤0.01% 452
2021
Q4 		$12K Hold
75
– – ﹤0.01% 479
2021
Q3 		$10K Buy
+75
New +$10.9K ﹤0.01% 496
2020
Q1 		– Sell
-75
Closed -$10K – 588
2019
Q4 		$10K Buy
+75
New +$10.5K 0.01% 475

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 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

PSI Advisors's VPU Position: Q4 2023 in Review

PSI Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2023, closing a stake of 75 shares — an estimated $9.57K sold.

PSI Advisors first reported a position in VPU in Q4 2019 and held it in 10 quarters. The position peaked at $12K in Q1 2022. 498 funds tracked by Wall St. Rank hold VPU as of Q4 2023.

  • PSI Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2023 after selling out during the quarter.
  • PSI Advisors sold 75 Vanguard Utilities ETF shares in Q4 2023, an estimated $9.57K.
  • PSI Advisors first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 10 quarters.
  • PSI Advisors's Vanguard Utilities ETF position peaked at $12K in Q1 2022.
  • 498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.