TC
VPU

Truvestments Capital’s Vanguard Utilities ETF VPU Stock Holding History

Truvestments Capital’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
2018
Q3 		$110K Buy
+930
New +$110K 0.05% 238

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Truvestments Capital's VPU Position: Q3 2018 in Review

Truvestments Capital opened a new position in Vanguard Utilities ETF (VPU) in Q3 2018: 930 shares worth $110K. The stake represents 0.05% of the portfolio and ranks #238 among its holdings.

218 funds tracked by Wall St. Rank hold VPU as of Q3 2018.

  • Truvestments Capital held 930 shares of Vanguard Utilities ETF worth $110K as of Q3 2018.
  • Vanguard Utilities ETF was a new Truvestments Capital position in Q3 2018.
  • Vanguard Utilities ETF made up 0.05% of Truvestments Capital's portfolio in Q3 2018, its #238 holding.
  • 218 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.