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

BTS 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
2025 Q3	–	Sell	-1,833	Closed	-$324K	–	44
2025 Q2	$324K	Sell	1,833 -98	-5%	-$16.9K	0.39%	22
2025 Q1	$393K	Buy	+1,931	New	+$326K	0.44%	15
2024 Q3	–	Sell	-1,359	Closed	-$202K	–	41
2024 Q2	$202K	Buy	+1,359	New	+$203K	0.19%	22
2023 Q3	–	Sell	-1,536	Closed	-$218K	–	43
2023 Q2	$218K	Buy	1,536 +17	+1%	+$2.49K	0.11%	41
2023 Q1	$224K	Buy	1,519 +17	+1%	+$2.52K	0.13%	41
2022 Q4	$233K	Buy	+1,502	New	+$223K	0.1%	40

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

BTS Asset Management's VPU Position: Q3 2025 in Review

BTS Asset Management sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 1,833 shares — an estimated $324K sold.

BTS Asset Management first reported a position in VPU in Q4 2022 and held it in 6 quarters. The position peaked at $393K in Q1 2025. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

BTS Asset Management reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
BTS Asset Management sold 1,833 Vanguard Utilities ETF shares in Q3 2025, an estimated $324K.
BTS Asset Management first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 6 quarters.
BTS Asset Management's Vanguard Utilities ETF position peaked at $393K in Q1 2025.
621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on BTS Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.