Aspen Wealth Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Aspen Wealth Strategies’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	$526K	Sell	2,655 -30	-1%	-$5.83K	0.28%	57
2025 Q4	$497K	Buy	2,685 +9	+0.3%	+$1.73K	0.27%	52
2025 Q3	$507K	Buy	2,676 +481	+22%	+$88.1K	0.28%	51
2025 Q2	$387K	Buy	2,195 +193	+10%	+$33.3K	0.23%	55
2025 Q1	$342K	Hold	2,002	–	–	0.22%	57
2024 Q4	$327K	Sell	2,002 -115	-5%	-$19.7K	0.21%	57
2024 Q3	$368K	Sell	2,117 -9	-0.4%	-$1.45K	0.24%	58
2024 Q2	$324K	Buy	2,126 +154	+8%	+$22.9K	0.23%	54
2024 Q1	$281K	Hold	1,972	–	–	0.19%	63
2023 Q4	$270K	Hold	1,972	–	–	0.2%	66
2023 Q3	$252K	Buy	1,972 +6	+0.3%	+$839	0.2%	62
2023 Q2	$280K	Buy	+1,966	New	+$288K	0.21%	59

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspen Wealth Strategies's VPU Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Vanguard Utilities ETF (VPU) stake by 1.1% in Q1 2026, selling an estimated $5.83K and leaving 2,655 shares worth $526K. The position accounts for 0.28% of the portfolio, ranked #57.

Aspen Wealth Strategies first reported a position in VPU in Q2 2023 and has held it in 12 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Aspen Wealth Strategies held 2,655 shares of Vanguard Utilities ETF worth $526K as of Q1 2026.
Aspen Wealth Strategies sold 30 Vanguard Utilities ETF shares in Q1 2026, an estimated $5.83K.
Vanguard Utilities ETF made up 0.28% of Aspen Wealth Strategies's portfolio in Q1 2026, its #57 holding.
Aspen Wealth Strategies first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 12 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.