AGP
VPU

Autumn Glory Partners’s Vanguard Utilities ETF VPU Stock Holding History

Autumn Glory 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 		$530K Buy
2,677
+1
+0% +$194 0.19% 118
2025
Q4 		$495K Buy
2,676
+1
+0% +$192 0.17% 130
2025
Q3 		$507K Buy
2,675
+1
+0% +$183 0.21% 116
2025
Q2 		$472K Buy
2,674
+2
+0.1% +$345 0.22% 118
2025
Q1 		$456K Buy
2,672
+1
+0% +$169 0.23% 113
2024
Q4 		$437K Sell
2,671
-33
-1% -$5.65K 0.21% 106
2024
Q3 		$471K Buy
2,704
+2
+0.1% +$321 0.18% 140
2024
Q2 		$400K Hold
2,702
– – 0.2% 101
2024
Q1 		$385K Buy
2,702
+1
+0% +$135 0.19% 105
2023
Q4 		$365K Buy
2,701
+1
+0% +$132 0.21% 105
2023
Q3 		$344K Sell
2,700
-620
-19% -$86.7K 0.21% 104
2023
Q2 		$472K Sell
3,320
-41
-1% -$6.01K 0.35% 75
2023
Q1 		$496K Sell
3,361
-3,361
-50% -$498K 0.42% 61
2022
Q4 		$1.03M Buy
6,722
+3,788
+129% +$561K 0.55% 57
2022
Q3 		$417K Sell
2,934
-661
-18% -$105K 0.28% 89
2022
Q2 		$548K Hold
3,595
– – 0.4% 65
2022
Q1 		$582K Buy
3,595
+661
+23% +$100K 0.34% 92
2021
Q4 		$459K Buy
+2,934
New +$433K 0.19% 122

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Autumn Glory Partners's VPU Position: Q1 2026 in Review

Autumn Glory Partners increased its Vanguard Utilities ETF (VPU) stake by 0.04% in Q1 2026, buying an estimated $194 and bringing the position to 2,677 shares worth $530K. The position accounts for 0.19% of the portfolio, ranked #118.

Autumn Glory Partners first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Autumn Glory Partners held 2,677 shares of Vanguard Utilities ETF worth $530K as of Q1 2026.
  • Autumn Glory Partners bought 1 Vanguard Utilities ETF share in Q1 2026, an estimated $194.
  • Vanguard Utilities ETF made up 0.19% of Autumn Glory Partners's portfolio in Q1 2026, its #118 holding.
  • Autumn Glory Partners first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
  • Autumn Glory Partners's Vanguard Utilities ETF position peaked at $1.03M in Q4 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.