Atomi Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Atomi Financial Group’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	$874K	Sell	4,411 -724	-14%	-$141K	0.03%	484
2025 Q4	$950K	Buy	5,135 +310	+6%	+$59.5K	0.03%	428
2025 Q3	$914K	Buy	4,825 +29	+0.6%	+$5.31K	0.03%	409
2025 Q2	$847K	Buy	4,796 +2,510	+110%	+$433K	0.03%	392
2025 Q1	$390K	Sell	2,286 -178	-7%	-$30.1K	0.02%	643
2024 Q4	$403K	Buy	2,464 +52	+2%	+$8.9K	0.02%	570
2024 Q3	$420K	Sell	2,412 -77	-3%	-$12.4K	0.03%	526
2024 Q2	$368K	Buy	2,489 +947	+61%	+$141K	0.03%	512
2024 Q1	$220K	Buy	+1,542	New	+$208K	0.02%	641

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

Atomi Financial Group's VPU Position: Q1 2026 in Review

Atomi Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 14% in Q1 2026, selling an estimated $141K and leaving 4,411 shares worth $874K. The position accounts for 0.03% of the portfolio, ranked #484.

Atomi Financial Group first reported a position in VPU in Q1 2024 and has held it in 9 quarters since. The position peaked at $950K in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Atomi Financial Group held 4,411 shares of Vanguard Utilities ETF worth $874K as of Q1 2026.
Atomi Financial Group sold 724 Vanguard Utilities ETF shares in Q1 2026, an estimated $141K.
Vanguard Utilities ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #484 holding.
Atomi Financial Group first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 9 quarters since.
Atomi Financial Group's Vanguard Utilities ETF position peaked at $950K in Q4 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.