VCP
VPU

Verus Capital Partners’s Vanguard Utilities ETF VPU Stock Holding History

Verus Capital Partners’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
Q1 		$2K Sell
20
-452
-96% -$63.5K ﹤0.01% 1357
2019
Q4 		$67K Buy
+472
New +$66.4K 0.02% 507

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Verus Capital Partners's VPU Position: Q1 2020 in Review

Verus Capital Partners reduced its Vanguard Utilities ETF (VPU) stake by 96% in Q1 2020, selling an estimated $63.5K and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Verus Capital Partners first reported a position in VPU in Q4 2019 and has held it in 2 quarters since. The position peaked at $67K in Q4 2019. 336 funds tracked by Wall St. Rank hold VPU as of Q1 2020.

  • Verus Capital Partners held 20 shares of Vanguard Utilities ETF worth $2K as of Q1 2020.
  • Verus Capital Partners sold 452 Vanguard Utilities ETF shares in Q1 2020, an estimated $63.5K.
  • Vanguard Utilities ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1357 holding.
  • Verus Capital Partners first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's Vanguard Utilities ETF position peaked at $67K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.