SCA
VPU

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

Stonebridge 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
2023
Q4 		– Sell
-60
Closed -$7.65K – 842
2023
Q3 		$7.65K Buy
60
+27
+82% +$3.78K ﹤0.01% 645
2023
Q2 		$4.69K Hold
33
– – ﹤0.01% 720
2023
Q1 		$4.87K Hold
33
– – ﹤0.01% 718
2022
Q4 		$5.06K Hold
33
– – ﹤0.01% 693
2022
Q3 		$5K Buy
+33
New +$5.26K ﹤0.01% 692
2021
Q3 		– Sell
-51
Closed -$7K – 1116
2021
Q2 		$7K Hold
51
– – ﹤0.01% 792
2021
Q1 		$7K Buy
+51
New +$6.95K ﹤0.01% 698

Other funds holding VPU

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return