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Brooklyn Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Brooklyn Investment Group’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
-140
Closed -$24.5K – 2641
2025
Q2 		$24.5K Sell
140
-2
-1% -$345 ﹤0.01% 1733
2025
Q1 		$24.1K Buy
142
+1
+0.7% +$169 0.01% 1069
2024
Q4 		$22.9K Buy
+141
New +$24.1K 0.01% 724

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brooklyn Investment Group's VPU Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 140 shares — an estimated $24.5K sold.

Brooklyn Investment Group first reported a position in VPU in Q4 2024 and held it in 3 quarters. The position peaked at $24.5K in Q2 2025. 625 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 140 Vanguard Utilities ETF shares in Q3 2025, an estimated $24.5K.
  • Brooklyn Investment Group first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Vanguard Utilities ETF position peaked at $24.5K in Q2 2025.
  • 625 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.