CPRC
VPU

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return