Consolidated Portfolio Review Corp’s Vanguard Utilities ETF VPU Stock Holding History

Consolidated Portfolio Review Corp’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
2025 Q4	–	Sell	-9,504	Closed	-$1.8M	–	412
2025 Q3	$1.8M	Buy	9,504 +849	+10%	+$156K	0.23%	111
2025 Q2	$1.53M	Sell	8,655 -20	-0.2%	-$3.45K	0.21%	115
2025 Q1	$1.48M	Buy	8,675 +846	+11%	+$143K	0.24%	104
2024 Q4	$1.28M	Buy	7,829 +274	+4%	+$46.9K	0.2%	115
2024 Q3	$1.31M	Sell	7,555 -978	-11%	-$157K	0.29%	84
2024 Q2	$1.26M	Buy	8,533 +4,486	+111%	+$668K	0.29%	83
2024 Q1	$577K	Sell	4,047 -7,980	-66%	-$1.08M	0.15%	145
2023 Q4	$1.65M	Sell	12,027 -4,486	-27%	-$592K	0.38%	71
2023 Q3	$2.11M	Sell	16,513 -1,834	-10%	-$257K	0.51%	50
2023 Q2	$2.61M	Buy	18,347 +427	+2%	+$62.5K	0.62%	39
2023 Q1	$2.64M	Buy	+17,920	New	+$2.65M	0.72%	30

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 $1.59B AUM 11.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Consolidated Portfolio Review Corp's VPU Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 9,504 shares — an estimated $1.8M sold.

Consolidated Portfolio Review Corp first reported a position in VPU in Q1 2023 and held it in 11 quarters. The position peaked at $2.64M in Q1 2023. 666 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

Consolidated Portfolio Review Corp reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 9,504 Vanguard Utilities ETF shares in Q4 2025, an estimated $1.8M.
Consolidated Portfolio Review Corp first reported a position in Vanguard Utilities ETF in Q1 2023 and held it in 11 quarters.
Consolidated Portfolio Review Corp's Vanguard Utilities ETF position peaked at $2.64M in Q1 2023.
666 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.