Robbie L. Kennerson P.A.’s Vanguard Utilities ETF VPU Stock Holding History

Robbie L. Kennerson P.A.’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 Q4	$6.21M	Buy	+40,505	New	+$6M	6.3%	3

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Robbie L. Kennerson P.A.'s VPU Position: Q4 2022 in Review

Robbie L. Kennerson P.A. opened a new position in Vanguard Utilities ETF (VPU) in Q4 2022: 40,505 shares worth $6.21M. The stake represents 6.3% of the portfolio and ranks #3 among its holdings.

497 funds tracked by Wall St. Rank hold VPU as of Q4 2022.

Robbie L. Kennerson P.A. held 40,505 shares of Vanguard Utilities ETF worth $6.21M as of Q4 2022.
Vanguard Utilities ETF was a new Robbie L. Kennerson P.A. position in Q4 2022.
Vanguard Utilities ETF made up 6.3% of Robbie L. Kennerson P.A.'s portfolio in Q4 2022, its #3 holding.
497 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2022.

Based on Robbie L. Kennerson P.A.'s 13F filing for Q4 2022, filed 14 Feb 2023.