SCA
VPU

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

Spearhead 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
2020
Q1 		– Sell
-1,414
Closed -$202K – 135
2019
Q4 		$202K Buy
+1,414
New +$199K 0.05% 108

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spearhead Capital Advisors's VPU Position: Q1 2020 in Review

Spearhead Capital Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2020, closing a stake of 1,414 shares — an estimated $202K sold.

Spearhead Capital Advisors first reported a position in VPU in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

  • Spearhead Capital Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,414 Vanguard Utilities ETF shares in Q1 2020, an estimated $202K.
  • Spearhead Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 1 quarter.
  • Spearhead Capital Advisors's Vanguard Utilities ETF position peaked at $202K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on Spearhead Capital Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.