CA
VPU

Crewe Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Crewe Advisors’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
-433
Closed -$82K – 1132
2025
Q3 		$82K Hold
433
– – 0.01% 321
2025
Q2 		$76.4K Hold
433
– – 0.01% 248
2025
Q1 		$74K Hold
433
– – 0.01% 231
2024
Q4 		$70.8K Hold
433
– – 0.01% 247
2024
Q3 		$75.4K Hold
433
– – 0.01% 256
2024
Q2 		$64K Hold
433
– – 0.01% 334
2024
Q1 		$61.7K Hold
433
– – 0.01% 342
2023
Q4 		$59.4K Hold
433
– – 0.01% 121
2023
Q3 		$55.2K Hold
433
– – 0.01% 134
2023
Q2 		$61.6K Hold
433
– – 0.01% 253
2023
Q1 		$63.9K Buy
+433
New +$64.1K 0.01% 282

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Crewe Advisors's VPU Position: Q4 2025 in Review

Crewe Advisors sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 433 shares — an estimated $82K sold.

Crewe Advisors first reported a position in VPU in Q1 2023 and held it in 11 quarters. The position peaked at $82K in Q3 2025. 666 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • Crewe Advisors reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Crewe Advisors sold 433 Vanguard Utilities ETF shares in Q4 2025, an estimated $82K.
  • Crewe Advisors first reported a position in Vanguard Utilities ETF in Q1 2023 and held it in 11 quarters.
  • Crewe Advisors's Vanguard Utilities ETF position peaked at $82K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.