BEI
VPU

Benjamin Edwards Inc’s Vanguard Utilities ETF VPU Stock Holding History

Benjamin Edwards Inc’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 		$205K Buy
+1,032
New +$201K ﹤0.01% 1300
2024
Q2 		– Sell
-7
Closed -$1K – 775
2024
Q1 		$1K Buy
+7
New +$946 ﹤0.01% 705

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

Benjamin Edwards Inc's VPU Position: Q1 2026 in Review

Benjamin Edwards Inc opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 1,032 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in VPU as recently as Q1 2024.

Benjamin Edwards Inc first reported a position in VPU in Q1 2024 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Benjamin Edwards Inc held 1,032 shares of Vanguard Utilities ETF worth $205K as of Q1 2026.
  • Vanguard Utilities ETF was a new Benjamin Edwards Inc position in Q1 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1300 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.