SFP
VPU

Sterling Financial Planning’s Vanguard Utilities ETF VPU Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-394
Closed -$55K – 391
2021
Q3 		$55K Buy
+394
New +$57.5K 0.04% 179

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sterling Financial Planning's VPU Position: Q4 2021 in Review

Sterling Financial Planning sold out of Vanguard Utilities ETF (VPU) in Q4 2021, closing a stake of 394 shares — an estimated $55K sold.

Sterling Financial Planning first reported a position in VPU in Q3 2021 and held it in 1 quarter. The position peaked at $55K in Q3 2021. 434 funds tracked by Wall St. Rank hold VPU as of Q4 2021.

  • Sterling Financial Planning reported no remaining Vanguard Utilities ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 394 Vanguard Utilities ETF shares in Q4 2021, an estimated $55K.
  • Sterling Financial Planning first reported a position in Vanguard Utilities ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Vanguard Utilities ETF position peaked at $55K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.