AF
VPU

Apexium Financial’s Vanguard Utilities ETF VPU Stock Holding History

Apexium Financial’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 		$456K Hold
2,406
– – 0.02% 204
2025
Q2 		$425K Buy
2,406
+9
+0.4% +$1.55K 0.02% 202
2025
Q1 		$409K Buy
2,397
+184
+8% +$31.1K 0.02% 193
2024
Q4 		$362K Buy
+2,213
New +$379K 0.02% 192

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apexium Financial's VPU Position: Q3 2025 in Review

Apexium Financial held its Vanguard Utilities ETF (VPU) position steady in Q3 2025 at 2,406 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #204.

Apexium Financial first reported a position in VPU in Q4 2024 and has held it in 4 quarters since. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Apexium Financial held 2,406 shares of Vanguard Utilities ETF worth $456K as of Q3 2025.
  • Apexium Financial left its Vanguard Utilities ETF share count unchanged in Q3 2025.
  • Vanguard Utilities ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #204 holding.
  • Apexium Financial first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 4 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.