SIG
VPU

Stanford Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Stanford Investment Group’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
2015
Q2 		– Sell
-200
Closed -$19K – 363
2015
Q1 		$19K Sell
200
-200
-50% -$20.1K 0.02% 236
2014
Q4 		$41K Buy
+400
New +$39.3K 0.03% 154

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Stanford Investment Group's VPU Position: Q2 2015 in Review

Stanford Investment Group sold out of Vanguard Utilities ETF (VPU) in Q2 2015, closing a stake of 200 shares — an estimated $19K sold.

Stanford Investment Group first reported a position in VPU in Q4 2014 and held it in 2 quarters. The position peaked at $41K in Q4 2014. 131 funds tracked by Wall St. Rank hold VPU as of Q2 2015.

  • Stanford Investment Group reported no remaining Vanguard Utilities ETF position as of Q2 2015 after selling out during the quarter.
  • Stanford Investment Group sold 200 Vanguard Utilities ETF shares in Q2 2015, an estimated $19K.
  • Stanford Investment Group first reported a position in Vanguard Utilities ETF in Q4 2014 and held it in 2 quarters.
  • Stanford Investment Group's Vanguard Utilities ETF position peaked at $41K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2015.

Based on Stanford Investment Group's 13F filing for Q2 2015, filed 18 Nov 2016.