Sutton Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sutton Wealth 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 Q3	$2.55K	Hold	20	–	–	﹤0.01%	687
2023 Q2	$2.84K	Hold	20	–	–	﹤0.01%	651
2023 Q1	$2.95K	Hold	20	–	–	﹤0.01%	587
2022 Q4	$3.07K	Hold	20	–	–	﹤0.01%	1161
2022 Q3	$2.85K	Hold	20	–	–	﹤0.01%	1145
2022 Q2	$3.05K	Hold	20	–	–	﹤0.01%	1125
2022 Q1	$3.24K	Hold	20	–	–	﹤0.01%	1138
2021 Q4	$3.13K	Hold	20	–	–	﹤0.01%	1138
2021 Q3	$2.78K	Hold	20	–	–	﹤0.01%	1131
2021 Q2	$2.77K	Hold	20	–	–	﹤0.01%	1127
2021 Q1	$2.81K	Hold	20	–	–	﹤0.01%	1096
2020 Q4	$2.74K	Hold	20	–	–	﹤0.01%	1069
2020 Q3	$2.58K	Hold	20	–	–	﹤0.01%	1043
2020 Q2	$2.47K	Hold	20	–	–	﹤0.01%	1034
2020 Q1	$2.44K	Hold	20	–	–	﹤0.01%	1011
2019 Q4	$2.86K	Hold	20	–	–	﹤0.01%	1020
2019 Q3	$2.87K	Hold	20	–	–	﹤0.01%	1021
2019 Q2	$2.66K	Hold	20	–	–	﹤0.01%	1021
2019 Q1	$2.59K	Hold	20	–	–	﹤0.01%	1017
2018 Q4	$2.36K	Hold	20	–	–	﹤0.01%	980
2018 Q3	$2.36K	Hold	20	–	–	﹤0.01%	982
2018 Q2	$2.32K	Hold	20	–	–	﹤0.01%	997
2018 Q1	$2.24K	Buy	+20	New	+$2.21K	﹤0.01%	997

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's VPU Position: Q3 2023 in Review

Sutton Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q3 2023 at 20 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Sutton Wealth Advisors first reported a position in VPU in Q1 2018 and has held it in 23 quarters since. The position peaked at $3.24K in Q1 2022. 482 funds tracked by Wall St. Rank hold VPU as of Q3 2023.

Sutton Wealth Advisors held 20 shares of Vanguard Utilities ETF worth $2.55K as of Q3 2023.
Sutton Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q3 2023.
Vanguard Utilities ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #687 holding.
Sutton Wealth Advisors first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's Vanguard Utilities ETF position peaked at $3.24K in Q1 2022.
482 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.