Alpha Cubed Investments’s Vanguard Utilities ETF VPU Stock Holding History

Alpha Cubed Investments’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 Q4	$245K	Hold	1,325	–	–	0.01%	253
2025 Q3	$251K	Hold	1,325	–	–	0.01%	247
2025 Q2	$234K	Hold	1,325	–	–	0.01%	265
2025 Q1	$226K	Sell	1,325 -161	-11%	-$27.2K	0.01%	266
2024 Q4	$243K	Sell	1,486 -125	-8%	-$21.4K	0.01%	221
2024 Q3	$280K	Hold	1,611	–	–	0.01%	209
2024 Q2	$238K	Buy	1,611 +91	+6%	+$13.6K	0.01%	240
2024 Q1	$217K	Sell	1,520 -574	-27%	-$77.6K	0.01%	256
2023 Q4	$287K	Buy	+2,094	New	+$276K	0.02%	208
2023 Q1	–	Sell	-1,325	Closed	-$203K	–	315
2022 Q4	$203K	Buy	+1,325	New	+$196K	0.02%	259

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Alpha Cubed Investments's VPU Position: Q4 2025 in Review

Alpha Cubed Investments held its Vanguard Utilities ETF (VPU) position steady in Q4 2025 at 1,325 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #253.

Alpha Cubed Investments first reported a position in VPU in Q4 2022 and has held it in 10 quarters since. The position peaked at $287K in Q4 2023. 663 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

Alpha Cubed Investments held 1,325 shares of Vanguard Utilities ETF worth $245K as of Q4 2025.
Alpha Cubed Investments left its Vanguard Utilities ETF share count unchanged in Q4 2025.
Vanguard Utilities ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #253 holding.
Alpha Cubed Investments first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 10 quarters since.
Alpha Cubed Investments's Vanguard Utilities ETF position peaked at $287K in Q4 2023.
663 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.