RC
VPU

RegentAtlantic Capital’s Vanguard Utilities ETF VPU Stock Holding History

RegentAtlantic Capital’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
Q3 		$456K Buy
3,206
+1,603
+100% +$256K 0.01% 464
2022
Q2 		$244K Buy
+1,603
New +$252K 0.01% 594
2015
Q1 		– Sell
-275
Closed -$28.1K – 937
2014
Q4 		$28.1K Buy
+275
New +$27K ﹤0.01% 694

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
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RegentAtlantic Capital's VPU Position: Q3 2022 in Review

RegentAtlantic Capital increased its Vanguard Utilities ETF (VPU) stake by 100% in Q3 2022, buying an estimated $256K and bringing the position to 3,206 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #464.

RegentAtlantic Capital first reported a position in VPU in Q4 2014 and has held it in 3 quarters since. 465 funds tracked by Wall St. Rank hold VPU as of Q3 2022.

  • RegentAtlantic Capital held 3,206 shares of Vanguard Utilities ETF worth $456K as of Q3 2022.
  • RegentAtlantic Capital bought 1,603 Vanguard Utilities ETF shares in Q3 2022, an estimated $256K.
  • Vanguard Utilities ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #464 holding.
  • RegentAtlantic Capital first reported a position in Vanguard Utilities ETF in Q4 2014 and has held it in 3 quarters since.
  • 465 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.