WA
VPU

Win Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Win 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
2022
Q1 		– Sell
-5,142
Closed -$804K – 216
2021
Q4 		$804K Buy
+5,142
New +$758K 0.18% 38

Other funds holding VPU

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Win Advisors's VPU Position: Q1 2022 in Review

Win Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2022, closing a stake of 5,142 shares — an estimated $804K sold.

Win Advisors first reported a position in VPU in Q4 2021 and held it in 1 quarter. The position peaked at $804K in Q4 2021. 455 funds tracked by Wall St. Rank hold VPU as of Q1 2022.

  • Win Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2022 after selling out during the quarter.
  • Win Advisors sold 5,142 Vanguard Utilities ETF shares in Q1 2022, an estimated $804K.
  • Win Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 1 quarter.
  • Win Advisors's Vanguard Utilities ETF position peaked at $804K in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2022.

Based on Win Advisors's 13F filing for Q1 2022, filed 13 May 2022.