AWA
VPU

Arkadios Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Arkadios Wealth Advisors’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 		$846K Sell
4,269
-4
-0.1% -$777 0.01% 870
2025
Q4 		$791K Buy
4,273
+2,858
+202% +$549K 0.02% 807
2025
Q3 		$268K Buy
1,415
+123
+10% +$22.5K 0.01% 1201
2025
Q2 		$228K Buy
+1,292
New +$223K 0.01% 1157
2023
Q2 		– Sell
-1,439
Closed -$212K – 643
2023
Q1 		$212K Buy
+1,439
New +$213K 0.03% 553
2022
Q4 		– Sell
-2,083
Closed -$296K – 591
2022
Q3 		$296K Sell
2,083
-660
-24% -$105K 0.04% 379
2022
Q2 		$418K Buy
2,743
+886
+48% +$139K 0.06% 323
2022
Q1 		$300K Sell
1,857
-249
-12% -$37.7K 0.04% 428
2021
Q4 		$329K Sell
2,106
-589
-22% -$86.9K 0.04% 423
2021
Q3 		$375K Sell
2,695
-116
-4% -$16.9K 0.05% 356
2021
Q2 		$390K Buy
2,811
+2,639
+1,534% +$378K 0.05% 382
2021
Q1 		$24K Buy
172
+31
+22% +$4.22K ﹤0.01% 924
2020
Q4 		$19K Sell
141
-575
-80% -$79.3K ﹤0.01% 773
2020
Q3 		$99.4K Buy
716
+240
+50% +$31K 0.05% 292
2020
Q2 		$60.8K Buy
+476
New +$60.3K 0.03% 342
2020
Q1 		– Sell
-75
Closed -$11.6K – 1307
2019
Q4 		$11.6K Buy
+75
New +$10.5K 0.01% 559

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

Arkadios Wealth Advisors's VPU Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.09% in Q1 2026, selling an estimated $777 and leaving 4,269 shares worth $846K. The position accounts for 0.01% of the portfolio, ranked #870.

Arkadios Wealth Advisors first reported a position in VPU in Q4 2019 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Arkadios Wealth Advisors held 4,269 shares of Vanguard Utilities ETF worth $846K as of Q1 2026.
  • Arkadios Wealth Advisors sold 4 Vanguard Utilities ETF shares in Q1 2026, an estimated $777.
  • Vanguard Utilities ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #870 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 16 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.