Colony Family Offices’s Vanguard Utilities ETF VPU Stock Holding History

Colony Family Offices’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	–	Sell	-440	Closed	-$81.4K	–	66
2025 Q4	$81.4K	Sell	440 -190	-30%	-$36.5K	0.02%	60
2025 Q3	$119K	Hold	630	–	–	0.03%	60
2025 Q2	$111K	Sell	630 -110	-15%	-$19K	0.03%	57
2025 Q1	$126K	Hold	740	–	–	0.04%	55
2024 Q4	$121K	Hold	740	–	–	0.04%	55
2024 Q3	$130K	Hold	740	–	–	0.04%	50
2024 Q2	$110K	Hold	740	–	–	0.04%	56
2024 Q1	$106K	Hold	740	–	–	0.03%	64
2023 Q4	$101K	Buy	+740	New	+$97.7K	0.04%	62
2023 Q2	–	Sell	-740	Closed	-$109K	–	88
2023 Q1	$109K	Hold	740	–	–	0.04%	83
2022 Q4	$113K	Hold	740	–	–	0.05%	69
2022 Q3	$106K	Hold	740	–	–	0.05%	72
2022 Q2	$113K	Buy	+740	New	+$116K	0.05%	64

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Colony Family Offices's VPU Position: Q1 2026 in Review

Colony Family Offices sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 440 shares — an estimated $81.4K sold.

Colony Family Offices first reported a position in VPU in Q2 2022 and held it in 13 quarters. The position peaked at $130K in Q3 2024. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Colony Family Offices reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Colony Family Offices sold 440 Vanguard Utilities ETF shares in Q1 2026, an estimated $81.4K.
Colony Family Offices first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 13 quarters.
Colony Family Offices's Vanguard Utilities ETF position peaked at $130K in Q3 2024.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Colony Family Offices's 13F filing for Q1 2026, filed 21 Apr 2026.