Diversify Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Diversify Wealth Management’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	$378K	Buy	1,911 +53	+3%	+$10.3K	0.01%	890
2025 Q4	$346K	Sell	1,858 -27	-1%	-$5.18K	0.02%	510
2025 Q3	$364K	Sell	1,885 -160	-8%	-$29.3K	0.02%	429
2025 Q2	$382K	Sell	2,045 -417	-17%	-$71.9K	0.02%	420
2025 Q1	$423K	Sell	2,462 -552	-18%	-$93.2K	0.03%	381
2024 Q4	$491K	Sell	3,014 -553	-16%	-$94.6K	0.04%	350
2024 Q3	$630K	Sell	3,567 -375	-10%	-$60.3K	0.06%	270
2024 Q2	$618K	Buy	+3,942	New	+$587K	0.08%	230

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Diversify Wealth Management's VPU Position: Q1 2026 in Review

Diversify Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 2.9% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,911 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #890.

Diversify Wealth Management first reported a position in VPU in Q2 2024 and has held it in 8 quarters since. The position peaked at $630K in Q3 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Diversify Wealth Management held 1,911 shares of Vanguard Utilities ETF worth $378K as of Q1 2026.
Diversify Wealth Management bought 53 Vanguard Utilities ETF shares in Q1 2026, an estimated $10.3K.
Vanguard Utilities ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #890 holding.
Diversify Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Vanguard Utilities ETF position peaked at $630K in Q3 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.