Winslow Evans & Crocker’s Vanguard Utilities ETF VPU Stock Holding History

Winslow Evans & Crocker’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 Q4	$21K	Buy	+152	New	+$21K	﹤0.01%	785

Other funds holding VPU

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Winslow Evans & Crocker's VPU Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Vanguard Utilities ETF (VPU) in Q4 2020: 152 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

374 funds tracked by Wall St. Rank hold VPU as of Q4 2020.

Winslow Evans & Crocker held 152 shares of Vanguard Utilities ETF worth $21K as of Q4 2020.
Vanguard Utilities ETF was a new Winslow Evans & Crocker position in Q4 2020.
Vanguard Utilities ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #785 holding.
374 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.