AWM
VPU

AE Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

AE Wealth Management’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
2026
Q1 		$299K Sell
1,509
-570
-27% -$111K ﹤0.01% 1379
2025
Q4 		$385K Buy
2,079
+63
+3% +$12.1K ﹤0.01% 1191
2025
Q3 		$382K Sell
2,016
-178
-8% -$32.6K ﹤0.01% 1082
2025
Q2 		$387K Sell
2,194
-743
-25% -$128K ﹤0.01% 1017
2025
Q1 		$502K Buy
2,937
+623
+27% +$105K ﹤0.01% 922
2024
Q4 		$378K Sell
2,314
-114
-5% -$19.5K ﹤0.01% 1000
2024
Q3 		$423K Sell
2,428
-365
-13% -$58.7K ﹤0.01% 934
2024
Q2 		$413K Buy
2,793
+392
+16% +$58.4K ﹤0.01% 935
2024
Q1 		$342K Sell
2,401
-15,031
-86% -$2.03M ﹤0.01% 926
2023
Q4 		$2.3M Buy
17,432
+3,326
+24% +$439K 0.01% 853
2023
Q3 		$1.8M Buy
14,106
+7,382
+110% +$1.03M 0.01% 886
2023
Q2 		$956K Sell
6,724
-16,298
-71% -$2.39M 0.01% 1106
2023
Q1 		$3.4M Buy
23,022
+208
+0.9% +$30.8K 0.02% 618
2022
Q4 		$3.5M Buy
22,814
+2,615
+13% +$387K 0.03% 568
2022
Q3 		$2.87M Sell
20,199
-281
-1% -$44.8K 0.02% 586
2022
Q2 		$3.12M Sell
20,480
-403
-2% -$63.4K 0.03% 530
2022
Q1 		$3.38M Sell
20,883
-1,452
-7% -$220K 0.02% 557
2021
Q4 		$3.49M Buy
22,335
+2,911
+15% +$429K 0.02% 523
2021
Q3 		$2.7M Sell
19,424
-21,453
-52% -$3.13M 0.02% 545
2021
Q2 		$5.67M Buy
40,877
+19,846
+94% +$2.84M 0.05% 332
2021
Q1 		$2.96M Sell
21,031
-8,123
-28% -$1.11M 0.03% 459
2020
Q4 		$4M Sell
29,154
-2,043
-7% -$282K 0.05% 309
2020
Q3 		$4.03M Sell
31,197
-10,552
-25% -$1.37M 0.06% 269
2020
Q2 		$5.16M Sell
41,749
-110,732
-73% -$14M 0.08% 217
2020
Q1 		$18.6M Buy
152,481
+126,670
+491% +$17.8M 0.43% 41
2019
Q4 		$3.69M Buy
25,811
+14,751
+133% +$2.07M 0.08% 227
2019
Q3 		$1.59M Buy
11,060
+2,632
+31% +$361K 0.05% 324
2019
Q2 		$1.12M Buy
8,428
+3,340
+66% +$437K 0.03% 377
2019
Q1 		$659K Buy
5,088
+3,334
+190% +$413K 0.05% 291
2018
Q4 		$207K Sell
1,754
-1,143
-39% -$138K 0.04% 437
2018
Q3 		$342K Sell
2,897
-464
-14% -$55K 0.02% 409
2018
Q2 		$390K Sell
3,361
-363
-10% -$40.8K 0.03% 290
2018
Q1 		$416K Sell
3,724
-879
-19% -$97K 0.03% 273
2017
Q4 		$537K Buy
4,603
+608
+15% +$73.4K 0.05% 236
2017
Q3 		$467K Buy
3,995
+109
+3% +$12.9K 0.04% 243
2017
Q2 		$444K Buy
3,886
+1,414
+57% +$163K 0.05% 245
2017
Q1 		$278K Buy
2,472
+236
+11% +$25.9K 0.05% 219
2016
Q4 		$239K Buy
+2,236
New +$234K 0.1% 171

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AE Wealth Management's VPU Position: Q1 2026 in Review

AE Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 27% in Q1 2026, selling an estimated $111K and leaving 1,509 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

AE Wealth Management first reported a position in VPU in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.6M in Q1 2020. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • AE Wealth Management held 1,509 shares of Vanguard Utilities ETF worth $299K as of Q1 2026.
  • AE Wealth Management sold 570 Vanguard Utilities ETF shares in Q1 2026, an estimated $111K.
  • Vanguard Utilities ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1379 holding.
  • AE Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's Vanguard Utilities ETF position peaked at $18.6M in Q1 2020.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.