Atria Wealth Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Atria Wealth Solutions’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 Q2	$9.08M	Sell	51,419 -28,080	-35%	-$4.84M	0.21%	109
2025 Q1	$13.6M	Sell	79,499 -19,657	-20%	-$3.32M	0.16%	138
2024 Q4	$16.2M	Buy	99,156 +5,765	+6%	+$987K	0.18%	114
2024 Q3	$16.3M	Sell	93,391 -10,293	-10%	-$1.65M	0.18%	123
2024 Q2	$15.4M	Sell	103,684 -48	-0%	-$7.15K	0.17%	125
2024 Q1	$14.8M	Buy	103,732 +61,165	+144%	+$8.27M	0.17%	134
2023 Q4	$5.83M	Sell	42,567 -39,979	-48%	-$5.28M	0.07%	271
2023 Q3	$10.6M	Buy	82,546 +40,731	+97%	+$5.7M	0.15%	149
2023 Q2	$5.96M	Sell	41,815 -503	-1%	-$73.7K	0.08%	239
2023 Q1	$6.24M	Sell	42,318 -5,081	-11%	-$752K	0.09%	217
2022 Q4	$7.27M	Sell	47,399 -770	-2%	-$114K	0.12%	187
2022 Q3	$6.88M	Buy	48,169 +14,360	+42%	+$2.29M	0.12%	177
2022 Q2	$5.15M	Sell	33,809 -42,758	-56%	-$6.73M	0.1%	230
2022 Q1	$12.4M	Buy	+76,567	New	+$11.6M	0.21%	108

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's VPU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Utilities ETF (VPU) stake by 35% in Q2 2025, selling an estimated $4.84M and leaving 51,419 shares worth $9.08M. The position accounts for 0.21% of the portfolio, ranked #109.

Atria Wealth Solutions first reported a position in VPU in Q1 2022 and has held it in 14 quarters since. The position peaked at $16.3M in Q3 2024. 619 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Atria Wealth Solutions held 51,419 shares of Vanguard Utilities ETF worth $9.08M as of Q2 2025.
Atria Wealth Solutions sold 28,080 Vanguard Utilities ETF shares in Q2 2025, an estimated $4.84M.
Vanguard Utilities ETF made up 0.21% of Atria Wealth Solutions's portfolio in Q2 2025, its #109 holding.
Atria Wealth Solutions first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Utilities ETF position peaked at $16.3M in Q3 2024.
619 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.