Ausdal Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

Ausdal Financial Partners’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	$303K	Sell	1,528 -343	-18%	-$66.6K	0.01%	771
2025 Q4	$346K	Sell	1,871 -2,033	-52%	-$390K	0.02%	667
2025 Q3	$739K	Buy	3,904 +2,377	+156%	+$435K	0.04%	433
2025 Q2	$269K	Buy	1,527 +320	+27%	+$55.2K	0.02%	576
2025 Q1	$206K	Buy	+1,207	New	+$204K	0.02%	603
2020 Q1	–	Sell	-12,267	Closed	-$1.85M	–	348
2019 Q4	$1.85M	Buy	12,267 +259	+2%	+$36.4K	0.55%	44
2019 Q3	$1.73M	Buy	12,008 +10,382	+638%	+$1.42M	0.61%	42
2019 Q2	$217K	Buy	+1,626	New	+$213K	0.08%	261
2016 Q1	–	Sell	-338	Closed	-$32K	–	1010
2015 Q4	$32K	Buy	+338	New	+$31.7K	0.02%	589

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

Ausdal Financial Partners's VPU Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Vanguard Utilities ETF (VPU) stake by 18% in Q1 2026, selling an estimated $66.6K and leaving 1,528 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #771.

Ausdal Financial Partners first reported a position in VPU in Q4 2015 and has held it in 9 quarters since. The position peaked at $1.85M in Q4 2019. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Ausdal Financial Partners held 1,528 shares of Vanguard Utilities ETF worth $303K as of Q1 2026.
Ausdal Financial Partners sold 343 Vanguard Utilities ETF shares in Q1 2026, an estimated $66.6K.
Vanguard Utilities ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #771 holding.
Ausdal Financial Partners first reported a position in Vanguard Utilities ETF in Q4 2015 and has held it in 9 quarters since.
Ausdal Financial Partners's Vanguard Utilities ETF position peaked at $1.85M in Q4 2019.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.