CT
VPU

Clearstead Trust’s Vanguard Utilities ETF VPU Stock Holding History

Clearstead Trust’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 		$21K Hold
106
– – ﹤0.01% 431
2025
Q4 		$19.6K Hold
106
– – ﹤0.01% 442
2025
Q3 		$20.1K Hold
106
– – ﹤0.01% 434
2025
Q2 		$18.7K Hold
106
– – ﹤0.01% 439
2025
Q1 		$18.1K Hold
106
– – ﹤0.01% 367
2024
Q4 		$17.3K Hold
106
– – ﹤0.01% 328
2024
Q3 		$18.4K Hold
106
– – ﹤0.01% 309
2024
Q2 		$15.7K Hold
106
– – ﹤0.01% 329
2024
Q1 		$15.1K Hold
106
– – ﹤0.01% 329
2023
Q4 		$14.5K Hold
106
– – ﹤0.01% 319
2023
Q3 		$13.5K Hold
106
– – ﹤0.01% 321
2023
Q2 		$15.1K Hold
106
– – ﹤0.01% 286
2023
Q1 		$15.6K Hold
106
– – 0.01% 276
2022
Q4 		$16K Hold
106
– – 0.01% 289
2022
Q3 		$15K Buy
+106
New +$16.9K 0.01% 272

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return