BPWM
VPU

Badgley Phelps Wealth Managers’s Vanguard Utilities ETF VPU Stock Holding History

Badgley Phelps Wealth Managers’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 		$236K Sell
1,190
-1,820
-60% -$354K ﹤0.01% 309
2025
Q4 		$557K Buy
+3,010
New +$578K 0.01% 228

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

Badgley Phelps Wealth Managers's VPU Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Vanguard Utilities ETF (VPU) stake by 60% in Q1 2026, selling an estimated $354K and leaving 1,190 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Badgley Phelps Wealth Managers first reported a position in VPU in Q4 2025 and has held it in 2 quarters since. The position peaked at $557K in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Badgley Phelps Wealth Managers held 1,190 shares of Vanguard Utilities ETF worth $236K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 1,820 Vanguard Utilities ETF shares in Q1 2026, an estimated $354K.
  • Vanguard Utilities ETF made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #309 holding.
  • Badgley Phelps Wealth Managers first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • Badgley Phelps Wealth Managers's Vanguard Utilities ETF position peaked at $557K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.