CA
VPU

Continuum Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Continuum Advisory’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 		$419K Hold
2,112
– – 0.04% 311
2025
Q4 		$391K Hold
2,112
– – 0.04% 325
2025
Q3 		$400K Hold
2,112
– – 0.04% 311
2025
Q2 		$373K Buy
2,112
+1,056
+100% +$182K 0.04% 302
2025
Q1 		$180K Hold
1,056
– – 0.02% 413
2024
Q4 		$173K Hold
1,056
– – 0.02% 415
2024
Q3 		$178K Buy
1,056
+247
+31% +$39.7K 0.02% 412
2024
Q2 		$120K Hold
809
– – 0.02% 464
2024
Q1 		$125K Buy
+809
New +$109K 0.02% 448

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

Continuum Advisory's VPU Position: Q1 2026 in Review

Continuum Advisory held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,112 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #311.

Continuum Advisory first reported a position in VPU in Q1 2024 and has held it in 9 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Continuum Advisory held 2,112 shares of Vanguard Utilities ETF worth $419K as of Q1 2026.
  • Continuum Advisory left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #311 holding.
  • Continuum Advisory first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 9 quarters since.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.