SCA
VPU

Southern Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Southern Capital Advisors’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
Q1 		– Sell
-2,400
Closed -$375K – 97
2021
Q4 		$375K Buy
+2,400
New +$354K 0.23% 50

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Southern Capital Advisors's VPU Position: Q1 2022 in Review

Southern Capital Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 2,400 shares — an estimated $375K sold.

Southern Capital Advisors first reported a position in VPU in Q4 2021 and held it in 1 quarter. The position peaked at $375K in Q4 2021. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Southern Capital Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Capital Advisors sold 2,400 Vanguard Utilities ETF shares in Q1 2022, an estimated $375K.
  • Southern Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 1 quarter.
  • Southern Capital Advisors's Vanguard Utilities ETF position peaked at $375K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Southern Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.