Caitlin John’s Vanguard Utilities ETF VPU Stock Holding History

Caitlin John’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	$412K	Buy	2,079 +3	+0.1%	+$583	0.25%	73
2025 Q4	$384K	Buy	2,076 +1	+0%	+$192	0.25%	93
2025 Q3	$393K	Sell	2,075 -19	-0.9%	-$3.48K	0.27%	85
2025 Q2	$370K	Buy	2,094 +163	+8%	+$28.1K	0.34%	70
2025 Q1	$330K	Sell	1,931 -1,545	-44%	-$261K	0.32%	80
2024 Q4	$568K	Buy	3,476 +1	+0%	+$171	0.38%	64
2024 Q3	$588K	Sell	3,475 -474	-12%	-$76.2K	0.37%	63
2024 Q2	$584K	Buy	3,949 +2,068	+110%	+$308K	0.42%	61
2024 Q1	$268K	Buy	1,881 +282	+18%	+$38.1K	0.2%	105
2023 Q4	$219K	Buy	+1,599	New	+$211K	0.18%	108

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Caitlin John's VPU Position: Q1 2026 in Review

Caitlin John increased its Vanguard Utilities ETF (VPU) stake by 0.14% in Q1 2026, buying an estimated $583 and bringing the position to 2,079 shares worth $412K. The position accounts for 0.25% of the portfolio, ranked #73.

Caitlin John first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. The position peaked at $588K in Q3 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Caitlin John held 2,079 shares of Vanguard Utilities ETF worth $412K as of Q1 2026.
Caitlin John bought 3 Vanguard Utilities ETF shares in Q1 2026, an estimated $583.
Vanguard Utilities ETF made up 0.25% of Caitlin John's portfolio in Q1 2026, its #73 holding.
Caitlin John first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's Vanguard Utilities ETF position peaked at $588K in Q3 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.