RBC
VPU

Romano Brothers & Co’s Vanguard Utilities ETF VPU Stock Holding History

Romano Brothers & Co’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
-1,020
Closed -$156K – 966
2022
Q4 		$156K Buy
+1,020
New +$151K 0.02% 325

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Romano Brothers & Co's VPU Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Utilities ETF (VPU) in Q1 2023, closing a stake of 1,020 shares — an estimated $156K sold.

Romano Brothers & Co first reported a position in VPU in Q4 2022 and held it in 1 quarter. The position peaked at $156K in Q4 2022. 487 funds tracked by Wall St. Rank hold VPU as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Utilities ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,020 Vanguard Utilities ETF shares in Q1 2023, an estimated $156K.
  • Romano Brothers & Co first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Utilities ETF position peaked at $156K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.