SMM
VPU

Stadion Money Management’s Vanguard Utilities ETF VPU Stock Holding History

Stadion Money Management’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
2014
Q3 		– Sell
-41,470
Closed -$4.01M – 127
2014
Q2 		$4.01M Buy
41,470
+15,460
+59% +$1.43M 0.08% 34
2014
Q1 		$2.35M Buy
+26,010
New +$2.24M 0.1% 80

Other funds holding VPU

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Stadion Money Management's VPU Position: Q3 2014 in Review

Stadion Money Management sold out of Vanguard Utilities ETF (VPU) in Q3 2014, closing a stake of 41,470 shares — an estimated $4.01M sold.

Stadion Money Management first reported a position in VPU in Q1 2014 and held it in 2 quarters. The position peaked at $4.01M in Q2 2014. 118 funds tracked by Wall St. Rank hold VPU as of Q3 2014.

  • Stadion Money Management reported no remaining Vanguard Utilities ETF position as of Q3 2014 after selling out during the quarter.
  • Stadion Money Management sold 41,470 Vanguard Utilities ETF shares in Q3 2014, an estimated $4.01M.
  • Stadion Money Management first reported a position in Vanguard Utilities ETF in Q1 2014 and held it in 2 quarters.
  • Stadion Money Management's Vanguard Utilities ETF position peaked at $4.01M in Q2 2014.
  • 118 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2014.

Based on Stadion Money Management's 13F filing for Q3 2014, filed 14 Nov 2014.