WQ
VPU

Wealth Quarterback’s Vanguard Utilities ETF VPU Stock Holding History

Wealth Quarterback’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
2021
Q3 		$36K Buy
257
+1
+0.4% +$146 0.02% 289
2021
Q2 		$36K Buy
+256
New +$36.7K 0.02% 277
2020
Q2 		– Sell
-21
Closed -$2.57K – 768
2020
Q1 		$2.57K Hold
21
– – ﹤0.01% 716
2019
Q4 		$2.99K Buy
+21
New +$2.95K ﹤0.01% 711

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Wealth Quarterback's VPU Position: Q3 2021 in Review

Wealth Quarterback increased its Vanguard Utilities ETF (VPU) stake by 0.39% in Q3 2021, buying an estimated $146 and bringing the position to 257 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #289.

Wealth Quarterback first reported a position in VPU in Q4 2019 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold VPU as of Q3 2021.

  • Wealth Quarterback held 257 shares of Vanguard Utilities ETF worth $36K as of Q3 2021.
  • Wealth Quarterback bought 1 Vanguard Utilities ETF share in Q3 2021, an estimated $146.
  • Vanguard Utilities ETF made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #289 holding.
  • Wealth Quarterback first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.