AWM
VPU

Atticus Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Atticus 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
2025
Q3 		– Sell
-883
Closed -$156K – 632
2025
Q2 		$156K Sell
883
-18
-2% -$3.1K 0.04% 193
2025
Q1 		$154K Buy
901
+176
+24% +$29.7K 0.05% 130
2024
Q4 		$118K Sell
725
-55
-7% -$9.41K 0.04% 153
2024
Q3 		$136K Sell
780
-15
-2% -$2.41K 0.04% 145
2024
Q2 		$118K Sell
795
-178
-18% -$26.5K 0.04% 152
2024
Q1 		$139K Sell
973
-168
-15% -$22.7K 0.05% 140
2023
Q4 		$156K Buy
1,141
+181
+19% +$23.9K 0.06% 131
2023
Q3 		$122K Buy
960
+65
+7% +$9.09K 0.05% 157
2023
Q2 		$127K Buy
895
+200
+29% +$29.3K 0.05% 159
2023
Q1 		$103K Hold
695
– – 0.04% 170
2022
Q4 		$107K Sell
695
-65
-9% -$9.63K 0.04% 174
2022
Q3 		$116K Hold
760
– – 0.06% 153
2022
Q2 		$116K Hold
760
– – 0.05% 170
2022
Q1 		$123K Hold
760
– – 0.04% 181
2021
Q4 		$119K Hold
760
– – 0.05% 158
2021
Q3 		$106K Hold
760
– – 0.05% 162
2021
Q2 		$105K Sell
760
-70
-8% -$10K 0.05% 160
2021
Q1 		$117K Sell
830
-100
-11% -$13.6K 0.06% 144
2020
Q4 		$128K Hold
930
– – 0.06% 138
2020
Q3 		$120K Hold
930
– – 0.07% 121
2020
Q2 		$115K Hold
930
– – 0.08% 119
2020
Q1 		$113K Hold
930
– – 0.09% 110
2019
Q4 		$133K Buy
+930
New +$131K 0.08% 112

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atticus Wealth Management's VPU Position: Q3 2025 in Review

Atticus Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 883 shares — an estimated $156K sold.

Atticus Wealth Management first reported a position in VPU in Q4 2019 and held it in 23 quarters. The position peaked at $156K in Q4 2023. 623 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Atticus Wealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 883 Vanguard Utilities ETF shares in Q3 2025, an estimated $156K.
  • Atticus Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 23 quarters.
  • Atticus Wealth Management's Vanguard Utilities ETF position peaked at $156K in Q4 2023.
  • 623 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.