AFS
VPU

Axiom Financial Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Axiom Financial Strategies’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 		– Sell
-3,337
Closed -$617K – 49
2025
Q4 		$617K Buy
3,337
+769
+30% +$148K 0.26% 32
2025
Q3 		$486K Buy
+2,568
New +$470K 0.21% 33
2024
Q4 		– Sell
-3,338
Closed -$581K – 45
2024
Q3 		$581K Sell
3,338
-3,914
-54% -$629K 0.31% 26
2024
Q2 		$1.07M Buy
7,252
+38
+0.5% +$5.66K 0.7% 22
2024
Q1 		$1.03M Sell
7,214
-124
-2% -$16.8K 0.65% 22
2023
Q4 		$1.01M Buy
7,338
+41
+0.6% +$5.41K 0.65% 22
2023
Q3 		$931K Sell
7,297
-1,107
-13% -$155K 0.62% 23
2023
Q2 		$1.19M Sell
8,404
-307
-4% -$45K 0.69% 23
2023
Q1 		$1.29M Buy
8,711
+271
+3% +$40.1K 0.71% 21
2022
Q4 		$1.29M Buy
8,440
+226
+3% +$33.5K 0.81% 22
2022
Q3 		$1.17M Buy
8,214
+6,759
+465% +$1.08M 0.62% 25
2022
Q2 		$222K Buy
+1,455
New +$229K 0.12% 69
2021
Q2 		– Sell
-7,076
Closed -$994K – 80
2021
Q1 		$994K Buy
7,076
+341
+5% +$46.5K 0.49% 29
2020
Q4 		$869K Hold
6,735
– – 0.52% 30
2020
Q3 		$869K Buy
6,735
+1,014
+18% +$131K 0.52% 30
2020
Q2 		$708K Buy
5,721
+2,036
+55% +$258K 0.46% 32
2020
Q1 		$449K Buy
+3,685
New +$518K 0.36% 37

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Axiom Financial Strategies's VPU Position: Q1 2026 in Review

Axiom Financial Strategies sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 3,337 shares — an estimated $617K sold.

Axiom Financial Strategies first reported a position in VPU in Q1 2020 and held it in 17 quarters. The position peaked at $1.29M in Q4 2022. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Axiom Financial Strategies reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Axiom Financial Strategies sold 3,337 Vanguard Utilities ETF shares in Q1 2026, an estimated $617K.
  • Axiom Financial Strategies first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 17 quarters.
  • Axiom Financial Strategies's Vanguard Utilities ETF position peaked at $1.29M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.