EFP
VPU

EnRich Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

EnRich Financial Partners’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
Q1 		– Sell
-747
Closed -$122K – 208
2024
Q4 		$122K Buy
+747
New +$128K 0.04% 70

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EnRich Financial Partners's VPU Position: Q1 2025 in Review

EnRich Financial Partners sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 747 shares — an estimated $122K sold.

EnRich Financial Partners first reported a position in VPU in Q4 2024 and held it in 1 quarter. The position peaked at $122K in Q4 2024. 601 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • EnRich Financial Partners reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 747 Vanguard Utilities ETF shares in Q1 2025, an estimated $122K.
  • EnRich Financial Partners first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Vanguard Utilities ETF position peaked at $122K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.