DFA
VPU

DHJJ Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

DHJJ Financial 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
2026
Q1 		$48.1K Sell
243
-189
-44% -$36.7K 0.02% 406
2025
Q4 		$79.9K Hold
432
– – 0.03% 308
2025
Q3 		$81.8K Sell
432
-100
-19% -$18.3K 0.03% 288
2025
Q2 		$93.9K Buy
532
+529
+17,633% +$91.3K 0.03% 258
2025
Q1 		$513 Hold
3
– – ﹤0.01% 749
2024
Q4 		$491 Hold
3
– – ﹤0.01% 724
2024
Q3 		$523 Hold
3
– – ﹤0.01% 701
2024
Q2 		$444 Hold
3
– – ﹤0.01% 672
2024
Q1 		$428 Hold
3
– – ﹤0.01% 663
2023
Q4 		$412 Hold
3
– – ﹤0.01% 649
2023
Q3 		$383 Buy
+3
New +$420 ﹤0.01% 651

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
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return