SW
VPU

Simplicity Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-8,188
Closed -$1.21M – 1196
2024
Q2 		$1.21M Buy
8,188
+1,362
+20% +$203K 0.03% 476
2024
Q1 		$973K Buy
+6,826
New +$923K 0.02% 526

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Simplicity Wealth's VPU Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard Utilities ETF (VPU) in Q3 2024, closing a stake of 8,188 shares — an estimated $1.21M sold.

Simplicity Wealth first reported a position in VPU in Q1 2024 and held it in 2 quarters. The position peaked at $1.21M in Q2 2024. 551 funds tracked by Wall St. Rank hold VPU as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard Utilities ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 8,188 Vanguard Utilities ETF shares in Q3 2024, an estimated $1.21M.
  • Simplicity Wealth first reported a position in Vanguard Utilities ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard Utilities ETF position peaked at $1.21M in Q2 2024.
  • 551 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.