Rebalance’s Vanguard Utilities ETF VPU Stock Holding History

Rebalance’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 Q1	–	Sell	-330	Closed	-$50.6K	–	133
2022 Q4	$50.6K	Buy	+330	New	+$48.9K	0.01%	101

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Rebalance's VPU Position: Q1 2023 in Review

Rebalance sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 330 shares — an estimated $50.6K sold.

Rebalance first reported a position in VPU in Q4 2022 and held it in 1 quarter. The position peaked at $50.6K in Q4 2022. 486 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

Rebalance reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
Rebalance sold 330 Vanguard Utilities ETF shares in Q1 2023, an estimated $50.6K.
Rebalance first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 1 quarter.
Rebalance's Vanguard Utilities ETF position peaked at $50.6K in Q4 2022.
486 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.