AIP
VPU

Almanack Investment Partners’s Vanguard Utilities ETF VPU Stock Holding History

Almanack Investment Partners’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 		– Sell
-2,723
Closed -$481K – 244
2025
Q2 		$481K Hold
2,723
– – 0.08% 123
2025
Q1 		$465K Buy
+2,723
New +$460K 0.09% 94
2021
Q1 		– Sell
-1,823
Closed -$250K – 472
2020
Q4 		$250K Sell
1,823
-125
-6% -$17.2K 0.03% 313
2020
Q3 		$282K Sell
1,948
-4,865
-71% -$629K 0.03% 305
2020
Q2 		$843K Sell
6,813
-11,939
-64% -$1.51M 0.15% 75
2020
Q1 		$2.29M Buy
18,752
+10,325
+123% +$1.45M 0.49% 35
2019
Q4 		$1.2M Sell
8,427
-31,544
-79% -$4.44M 0.23% 60
2019
Q3 		$5.78M Buy
39,971
+2,106
+6% +$289K 1.12% 28
2019
Q2 		$5.03M Buy
37,865
+7,747
+26% +$1.01M 1.16% 23
2019
Q1 		$3.9M Sell
30,118
-375
-1% -$46.5K 1.1% 21
2018
Q4 		$3.59M Sell
30,493
-19,827
-39% -$2.4M 1.06% 24
2018
Q3 		$6.16M Buy
+50,320
New +$5.97M 1.62% 21

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Almanack Investment Partners's VPU Position: Q3 2025 in Review

Almanack Investment Partners sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 2,723 shares — an estimated $481K sold.

Almanack Investment Partners first reported a position in VPU in Q3 2018 and held it in 12 quarters. The position peaked at $6.16M in Q3 2018. 623 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Almanack Investment Partners reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 2,723 Vanguard Utilities ETF shares in Q3 2025, an estimated $481K.
  • Almanack Investment Partners first reported a position in Vanguard Utilities ETF in Q3 2018 and held it in 12 quarters.
  • Almanack Investment Partners's Vanguard Utilities ETF position peaked at $6.16M in Q3 2018.
  • 623 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.