VIA
VPU

Vident Investment Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Vident Investment Advisory’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
Q2 		– Sell
-11,664
Closed -$1.42M – 892
2020
Q1 		$1.42M Buy
+11,664
New +$1.64M 0.09% 280

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Vident Investment Advisory's VPU Position: Q2 2020 in Review

Vident Investment Advisory sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 11,664 shares — an estimated $1.42M sold.

Vident Investment Advisory first reported a position in VPU in Q1 2020 and held it in 1 quarter. The position peaked at $1.42M in Q1 2020. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

  • Vident Investment Advisory reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
  • Vident Investment Advisory sold 11,664 Vanguard Utilities ETF shares in Q2 2020, an estimated $1.42M.
  • Vident Investment Advisory first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 1 quarter.
  • Vident Investment Advisory's Vanguard Utilities ETF position peaked at $1.42M in Q1 2020.
  • 319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on Vident Investment Advisory's 13F filing for Q2 2020, filed 17 Jul 2020.