SIA
VPU

Starfire Investment Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Starfire Investment Advisers’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
Q2 		$378K Buy
3,060
+301
+11% +$38.1K 0.18% 111
2020
Q1 		$336K Buy
2,759
+980
+55% +$138K 0.18% 110
2019
Q4 		$254K Buy
+1,779
New +$250K 0.1% 152

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Starfire Investment Advisers's VPU Position: Q2 2020 in Review

Starfire Investment Advisers increased its Vanguard Utilities ETF (VPU) stake by 11% in Q2 2020, buying an estimated $38.1K and bringing the position to 3,060 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #111.

Starfire Investment Advisers first reported a position in VPU in Q4 2019 and has held it in 3 quarters since. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

  • Starfire Investment Advisers held 3,060 shares of Vanguard Utilities ETF worth $378K as of Q2 2020.
  • Starfire Investment Advisers bought 301 Vanguard Utilities ETF shares in Q2 2020, an estimated $38.1K.
  • Vanguard Utilities ETF made up 0.18% of Starfire Investment Advisers's portfolio in Q2 2020, its #111 holding.
  • Starfire Investment Advisers first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 3 quarters since.
  • 319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.