BCM
VPU

Blume Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Blume Capital 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
Q1 		$50.5K Hold
255
– – 0.01% 197
2025
Q4 		$47.2K Hold
255
– – 0.01% 188
2025
Q3 		$48.3K Sell
255
-15
-6% -$2.75K 0.01% 196
2025
Q2 		$47.7K Buy
270
+15
+6% +$2.59K 0.01% 190
2025
Q1 		$43.6K Hold
255
– – 0.01% 187
2024
Q4 		$41.7K Sell
255
-1,825
-88% -$312K 0.01% 194
2024
Q3 		$362K Sell
2,080
-22,084
-91% -$3.55M 0.08% 85
2024
Q2 		$3.57M Sell
24,164
-5,898
-20% -$879K 0.86% 41
2024
Q1 		$4.29M Buy
30,062
+420
+1% +$56.8K 1.05% 38
2023
Q4 		$4.06M Buy
29,642
+8,227
+38% +$1.09M 1.08% 40
2023
Q3 		$2.73M Buy
21,415
+6,030
+39% +$843K 0.81% 42
2023
Q2 		$2.19M Buy
15,385
+5,605
+57% +$821K 0.65% 42
2023
Q1 		$1.44M Buy
+9,780
New +$1.45M 0.46% 48

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return