Belpointe Asset Management
VPU icon

Belpointe Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-1,045
Closed -$205K – 1259
2026
Q2 		$205K Buy
1,045
+18
+2% +$3.53K 0.01% 1065
2026
Q1 		$204K Buy
+1,027
New +$200K 0.01% 1018
2025
Q4 		– Sell
-2,148
Closed -$407K – 1113
2025
Q3 		$407K Buy
2,148
+811
+61% +$149K 0.02% 692
2025
Q2 		$236K Sell
1,337
-842
-39% -$145K 0.01% 824
2025
Q1 		$372K Buy
+2,179
New +$368K 0.02% 648
2023
Q2 		– Sell
-12,386
Closed -$1.83M – 3322
2023
Q1 		$1.83M Sell
12,386
-3,006
-20% -$445K 0.1% 211
2022
Q4 		$2.36M Buy
15,392
+1,529
+11% +$227K 0.14% 147
2022
Q3 		$1.97M Buy
13,863
+2,166
+19% +$345K 0.13% 163
2022
Q2 		$1.78M Buy
11,697
+103
+0.9% +$16.2K 0.12% 187
2022
Q1 		$1.88M Buy
11,594
+1,435
+14% +$217K 0.11% 187
2021
Q4 		$1.59M Buy
10,159
+572
+6% +$84.4K 0.1% 206
2021
Q3 		$1.33M Buy
9,587
+1,388
+17% +$203K 0.09% 238
2021
Q2 		$1.14M Buy
8,199
+724
+10% +$104K 0.08% 261
2021
Q1 		$1.05M Sell
7,475
-799
-10% -$109K 0.09% 241
2020
Q4 		$1.13M Buy
8,274
+181
+2% +$25K 0.1% 228
2020
Q3 		$1.04M Sell
8,093
-927
-10% -$120K 0.12% 197
2020
Q2 		$1.12M Sell
9,020
-301
-3% -$38.1K 0.14% 150
2020
Q1 		$1.14M Buy
9,321
+7,160
+331% +$1.01M 0.2% 115
2019
Q4 		$309K Buy
+2,161
New +$304K 0.04% 437
2018
Q4 		– Sell
-5,474
Closed -$645K – 641
2018
Q3 		$645K Buy
+5,474
New +$649K 0.1% 199
2018
Q1 		– Sell
-5,778
Closed -$674K – 489
2017
Q4 		$674K Buy
+5,778
New +$698K 0.15% 156

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Belpointe Asset Management's VPU Position: Q3 2026 in Review

Belpointe Asset Management sold out of Vanguard Utilities ETF (VPU) in Q3 2026, closing a stake of 1,045 shares — an estimated $205K sold.

Belpointe Asset Management first reported a position in VPU in Q4 2017 and held it in 21 quarters. The position peaked at $2.36M in Q4 2022. 604 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Belpointe Asset Management reported no remaining Vanguard Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 1,045 Vanguard Utilities ETF shares in Q3 2026, an estimated $205K.
  • Belpointe Asset Management first reported a position in Vanguard Utilities ETF in Q4 2017 and held it in 21 quarters.
  • Belpointe Asset Management's Vanguard Utilities ETF position peaked at $2.36M in Q4 2022.
  • 604 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.