SVB Wealth’s Vanguard Utilities ETF VPU Stock Holding History

SVB Wealth’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
2022 Q1	–	Sell	-12	Closed	-$1K	–	847
2021 Q4	$1K	Buy	+12	New	+$1.77K	﹤0.01%	799

Other funds holding VPU

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

SVB Wealth's VPU Position: Q1 2022 in Review

SVB Wealth sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 12 shares — an estimated $1K sold.

SVB Wealth first reported a position in VPU in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

SVB Wealth reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
SVB Wealth sold 12 Vanguard Utilities ETF shares in Q1 2022, an estimated $1K.
SVB Wealth first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 1 quarter.
SVB Wealth's Vanguard Utilities ETF position peaked at $1K in Q4 2021.
455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.