Beacon Capital Management LLC (Tennessee)’s Vanguard Utilities ETF VPU Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-131	Closed	-$23.1K	–	991
2025 Q2	$23.1K	Hold	131	–	–	﹤0.01%	482
2025 Q1	$22.3K	Buy	131 +1	+0.8%	+$169	﹤0.01%	457
2024 Q4	$21.2K	Buy	130 +1	+0.8%	+$171	﹤0.01%	460
2024 Q3	$22.5K	Hold	129	–	–	﹤0.01%	468
2024 Q2	$19.1K	Hold	129	–	–	﹤0.01%	455
2024 Q1	$18.4K	Buy	129 +4	+3%	+$541	﹤0.01%	471
2023 Q4	$16K	Sell	125 -20	-14%	-$2.64K	﹤0.01%	421
2023 Q3	$20.5K	Hold	145	–	–	0.01%	405
2023 Q2	$20.5K	Sell	145 -25	-15%	-$3.66K	0.01%	405
2023 Q1	$25K	Buy	170 +1	+0.6%	+$148	0.01%	332
2022 Q4	$25.8K	Buy	169 +2	+1%	+$296	0.01%	331
2022 Q3	$25K	Buy	167 +2	+1%	+$319	0.01%	308
2022 Q2	$28K	Hold	165	–	–	0.01%	331
2022 Q1	$28K	Buy	+165	New	+$24.9K	0.01%	331

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VPU Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 131 shares — an estimated $23.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VPU in Q1 2022 and held it in 14 quarters. The position peaked at $28K in Q2 2022. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 131 Vanguard Utilities ETF shares in Q3 2025, an estimated $23.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard Utilities ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard Utilities ETF position peaked at $28K in Q2 2022.
621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.