Tiedemann Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Tiedemann 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
2020 Q4	–	Sell	-3,340	Closed	-$431K	–	352
2020 Q3	$431K	Hold	3,340	–	–	0.02%	235
2020 Q2	$413K	Hold	3,340	–	–	0.02%	224
2020 Q1	$407K	Hold	3,340	–	–	0.03%	213
2019 Q4	$477K	Buy	3,340 +340	+11%	+$47.8K	0.02%	215
2019 Q3	$434K	Buy	3,000 +350	+13%	+$48K	0.02%	230
2019 Q2	$352K	Hold	2,650	–	–	0.02%	232
2019 Q1	$343K	Hold	2,650	–	–	0.02%	345
2018 Q4	$313K	Hold	2,650	–	–	0.02%	341
2018 Q3	$313K	Hold	2,650	–	–	0.02%	254
2018 Q2	$310K	Buy	2,650 +650	+33%	+$73K	0.02%	255
2018 Q1	$224K	Hold	2,000	–	–	0.02%	251
2017 Q4	$233K	Buy	+2,000	New	+$242K	0.02%	206

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Tiedemann Advisors's VPU Position: Q4 2020 in Review

Tiedemann Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2020, closing a stake of 3,340 shares — an estimated $431K sold.

Tiedemann Advisors first reported a position in VPU in Q4 2017 and held it in 12 quarters. The position peaked at $477K in Q4 2019. 374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

Tiedemann Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2020 after selling out during the quarter.
Tiedemann Advisors sold 3,340 Vanguard Utilities ETF shares in Q4 2020, an estimated $431K.
Tiedemann Advisors first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 12 quarters.
Tiedemann Advisors's Vanguard Utilities ETF position peaked at $477K in Q4 2019.
374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.