VFA
VPU

Virtus Fund Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Virtus Fund Advisers’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
2017
Q4 		$2.02M Buy
+17,370
New +$2.1M 0.02% 264

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Virtus Fund Advisers's VPU Position: Q4 2017 in Review

Virtus Fund Advisers opened a new position in Vanguard Utilities ETF (VPU) in Q4 2017: 17,370 shares worth $2.02M. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

216 funds tracked by Wall St. Rank hold VPU as of Q4 2017.

  • Virtus Fund Advisers held 17,370 shares of Vanguard Utilities ETF worth $2.02M as of Q4 2017.
  • Vanguard Utilities ETF was a new Virtus Fund Advisers position in Q4 2017.
  • Vanguard Utilities ETF made up 0.02% of Virtus Fund Advisers's portfolio in Q4 2017, its #264 holding.
  • 216 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2017.

Based on Virtus Fund Advisers's 13F filing for Q4 2017, filed 9 Feb 2018.