AEPWM
VPU

Atlantic Edge Private Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Atlantic Edge Private Wealth Management’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 		$59.4K Hold
300
– – 0.01% 224
2025
Q4 		$55.5K Hold
300
– – 0.01% 211
2025
Q3 		$56.8K Hold
300
– – 0.01% 209
2025
Q2 		$53K Hold
300
– – 0.01% 211
2025
Q1 		$51.2K Sell
300
-150
-33% -$25.3K 0.02% 202
2024
Q4 		$73.5K Hold
450
– – 0.02% 177
2024
Q3 		$78.3K Hold
450
– – 0.02% 175
2024
Q2 		$66.6K Hold
450
– – 0.02% 174
2024
Q1 		$64.2K Hold
450
– – 0.02% 175
2023
Q4 		$61.7K Buy
+450
New +$59.4K 0.03% 173

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return