CL
VPU

Choreo LLC’s Vanguard Utilities ETF VPU Stock Holding History

Choreo LLC’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 		$899K Buy
4,539
+243
+6% +$47.2K 0.01% 660
2025
Q4 		$800K Buy
4,296
+191
+5% +$36.7K 0.01% 698
2025
Q3 		$777K Buy
4,105
+774
+23% +$142K 0.01% 712
2025
Q2 		$590K Sell
3,331
-775
-19% -$134K 0.01% 811
2025
Q1 		$701K Buy
4,106
+454
+12% +$76.7K 0.01% 679
2024
Q4 		$597K Buy
3,652
+771
+27% +$132K 0.01% 811
2024
Q3 		$505K Sell
2,881
-421
-13% -$67.7K 0.01% 900
2024
Q2 		$486K Buy
3,302
+1,724
+109% +$257K 0.01% 820
2024
Q1 		$225K Sell
1,578
-199
-11% -$26.9K 0.01% 598
2023
Q4 		$244K Buy
+1,777
New +$235K 0.01% 548

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

Choreo LLC's VPU Position: Q1 2026 in Review

Choreo LLC increased its Vanguard Utilities ETF (VPU) stake by 5.7% in Q1 2026, buying an estimated $47.2K and bringing the position to 4,539 shares worth $899K. The position accounts for 0.01% of the portfolio, ranked #660.

Choreo LLC first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Choreo LLC held 4,539 shares of Vanguard Utilities ETF worth $899K as of Q1 2026.
  • Choreo LLC bought 243 Vanguard Utilities ETF shares in Q1 2026, an estimated $47.2K.
  • Vanguard Utilities ETF made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #660 holding.
  • Choreo LLC first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.