CA
VPU

Clearstead Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Clearstead Advisors’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 		$374K Buy
1,886
+2
+0.1% +$389 ﹤0.01% 792
2025
Q4 		$349K Buy
1,884
+2
+0.1% +$384 ﹤0.01% 765
2025
Q3 		$356K Buy
1,882
+2
+0.1% +$366 ﹤0.01% 733
2025
Q2 		$332K Buy
1,880
+2
+0.1% +$345 ﹤0.01% 730
2025
Q1 		$321K Buy
1,878
+2
+0.1% +$338 0.01% 690
2024
Q4 		$307K Buy
1,876
+79
+4% +$13.5K ﹤0.01% 717
2024
Q3 		$313K Buy
1,797
+2
+0.1% +$321 ﹤0.01% 711
2024
Q2 		$266K Buy
1,795
+265
+17% +$39.5K ﹤0.01% 724
2024
Q1 		$237K Buy
1,530
+882
+136% +$119K 0.01% 444
2023
Q4 		$88.8K Sell
648
-754
-54% -$99.5K ﹤0.01% 613
2023
Q3 		$179K Buy
1,402
+754
+116% +$105K 0.01% 589
2023
Q2 		$92.1K Buy
+648
New +$94.9K 0.01% 598
2022
Q3 		– Sell
-106
Closed -$16K – 1373
2022
Q2 		$16K Hold
106
– – ﹤0.01% 851
2022
Q1 		$17K Hold
106
– – ﹤0.01% 899
2021
Q4 		$17K Hold
106
– – ﹤0.01% 855
2021
Q3 		$15K Hold
106
– – ﹤0.01% 886
2021
Q2 		$15K Hold
106
– – ﹤0.01% 751
2021
Q1 		$15K Hold
106
– – ﹤0.01% 730
2020
Q4 		$15K Buy
+106
New +$14.6K ﹤0.01% 669

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

Clearstead Advisors's VPU Position: Q1 2026 in Review

Clearstead Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.11% in Q1 2026, buying an estimated $389 and bringing the position to 1,886 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Clearstead Advisors first reported a position in VPU in Q4 2020 and has held it in 19 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Clearstead Advisors held 1,886 shares of Vanguard Utilities ETF worth $374K as of Q1 2026.
  • Clearstead Advisors bought 2 Vanguard Utilities ETF shares in Q1 2026, an estimated $389.
  • Vanguard Utilities ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #792 holding.
  • Clearstead Advisors first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 19 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.