Advisors Preferred’s Vanguard Utilities ETF VPU Stock Holding History

Advisors Preferred’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
2025 Q2	–	Sell	-1,815	Closed	-$311K	–	296
2025 Q1	$311K	Buy	+1,815	New	+$307K	0.04%	189
2024 Q4	–	Sell	-1,138	Closed	-$200K	–	293
2024 Q3	$200K	Buy	+1,138	New	+$183K	0.03%	156
2023 Q2	–	Sell	-30	Closed	-$4.39K	–	261
2023 Q1	$4.39K	Buy	+30	New	+$4.44K	﹤0.01%	195
2022 Q4	–	Sell	-2,128	Closed	-$312K	–	227
2022 Q3	$312K	Buy	2,128 +731	+52%	+$117K	0.16%	65
2022 Q2	$213K	Buy	+1,397	New	+$220K	0.06%	99
2020 Q2	–	Sell	-26	Closed	-$3K	–	182
2020 Q1	$3K	Sell	26 -136	-84%	-$19.1K	﹤0.01%	120
2019 Q4	$23K	Sell	162 -2,000	-93%	-$281K	0.01%	214
2019 Q3	$311K	Buy	2,162 +1,838	+567%	+$252K	0.08%	65
2019 Q2	$43K	Sell	324 -1,145	-78%	-$150K	0.01%	141
2019 Q1	$190K	Buy	1,469 +791	+117%	+$98.1K	0.06%	100
2018 Q4	$80K	Buy	678 +122	+22%	+$14.8K	0.1%	75
2018 Q3	$66K	Buy	+556	New	+$66K	0.03%	140
2016 Q3	–	Sell	-707	Closed	-$81K	–	277
2016 Q2	$81K	Buy	+707	New	+$75.9K	0.05%	69
2015 Q4	–	Sell	-307	Closed	-$29K	–	270
2015 Q3	$29K	Buy	+307	New	+$28.5K	0.03%	85
2015 Q2	–	Sell	-313	Closed	-$30.3K	–	290
2015 Q1	$30.3K	Buy	+313	New	+$31.4K	0.02%	171
2014 Q3	–	Sell	-425	Closed	-$41.1K	–	376
2014 Q2	$41.1K	Sell	425 -18,673	-98%	-$1.73M	0.02%	171
2014 Q1	$1.73M	Buy	+19,098	New	+$1.65M	0.79%	46

Other funds holding VPU

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

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

BCMIO

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Preferred's VPU Position: Q2 2025 in Review

Advisors Preferred sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 1,815 shares — an estimated $311K sold.

Advisors Preferred first reported a position in VPU in Q1 2014 and held it in 17 quarters. The position peaked at $1.73M in Q1 2014. 617 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Advisors Preferred reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 1,815 Vanguard Utilities ETF shares in Q2 2025, an estimated $311K.
Advisors Preferred first reported a position in Vanguard Utilities ETF in Q1 2014 and held it in 17 quarters.
Advisors Preferred's Vanguard Utilities ETF position peaked at $1.73M in Q1 2014.
617 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.