RG
VPU

Retirement Group’s Vanguard Utilities ETF VPU Stock Holding History

Retirement Group’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
2020
Q4 		– Sell
-100
Closed -$13K – 742
2020
Q3 		$13K Sell
100
-400
-80% -$51.7K 0.01% 385
2020
Q2 		$62K Buy
+500
New +$63.3K 0.04% 215

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Retirement Group's VPU Position: Q4 2020 in Review

Retirement Group sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 100 shares — an estimated $13K sold.

Retirement Group first reported a position in VPU in Q2 2020 and held it in 2 quarters. The position peaked at $62K in Q2 2020. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

  • Retirement Group reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
  • Retirement Group sold 100 Vanguard Utilities ETF shares in Q4 2020, an estimated $13K.
  • Retirement Group first reported a position in Vanguard Utilities ETF in Q2 2020 and held it in 2 quarters.
  • Retirement Group's Vanguard Utilities ETF position peaked at $62K in Q2 2020.
  • 374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.