VWA
VPU

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

V 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
Q2 		– Sell
-1,432
Closed -$211K – 406
2023
Q1 		$211K Buy
1,432
+1
+0.1% +$148 0.04% 351
2022
Q4 		$219K Buy
+1,431
New +$212K 0.05% 323

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

V Wealth Advisors's VPU Position: Q2 2023 in Review

V Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2023, closing a stake of 1,432 shares — an estimated $211K sold.

V Wealth Advisors first reported a position in VPU in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 489 funds tracked by Wall St. Rank hold VPU as of Q2 2023.

  • V Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,432 Vanguard Utilities ETF shares in Q2 2023, an estimated $211K.
  • V Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 2 quarters.
  • V Wealth Advisors's Vanguard Utilities ETF position peaked at $219K in Q4 2022.
  • 489 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2023.

Based on V Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.