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

AllSquare 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
2025 Q3	$7.58K	Hold	40	–	–	﹤0.01%	405
2025 Q2	$7.06K	Hold	40	–	–	﹤0.01%	405
2025 Q1	$6.83K	Hold	40	–	–	﹤0.01%	407
2024 Q4	$6.54K	Hold	40	–	–	﹤0.01%	415
2024 Q3	$6.96K	Hold	40	–	–	﹤0.01%	408
2024 Q2	$5.92K	Hold	40	–	–	﹤0.01%	414
2024 Q1	$5.7K	Hold	40	–	–	﹤0.01%	415
2023 Q4	$5.48K	Hold	40	–	–	﹤0.01%	418
2023 Q3	$5.1K	Hold	40	–	–	﹤0.01%	418
2023 Q2	$5.6K	Hold	40	–	–	﹤0.01%	424
2023 Q1	$5.9K	Hold	40	–	–	﹤0.01%	422
2022 Q4	$6.13K	Hold	40	–	–	﹤0.01%	403
2022 Q3	$6K	Hold	40	–	–	﹤0.01%	406
2022 Q2	$6K	Hold	40	–	–	﹤0.01%	413
2022 Q1	$6K	Hold	40	–	–	﹤0.01%	419
2021 Q4	$6K	Buy	+40	New	+$5.9K	﹤0.01%	418

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

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

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

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

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

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

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

AllSquare Wealth Management's VPU Position: Q3 2025 in Review

AllSquare Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q3 2025 at 40 shares worth $7.58K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

AllSquare Wealth Management first reported a position in VPU in Q4 2021 and has held it in 16 quarters since. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

AllSquare Wealth Management held 40 shares of Vanguard Utilities ETF worth $7.58K as of Q3 2025.
AllSquare Wealth Management left its Vanguard Utilities ETF share count unchanged in Q3 2025.
Vanguard Utilities ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #405 holding.
AllSquare Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 16 quarters since.
621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.