Envestnet Portfolio Solutions
VPU

Envestnet Portfolio Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-2,081
Closed -$385K – 1523
2025
Q4 		$385K Sell
2,081
-110
-5% -$21.1K ﹤0.01% 1163
2025
Q3 		$415K Sell
2,191
-31,359
-93% -$5.74M ﹤0.01% 1099
2025
Q2 		$5.92M Sell
33,550
-11,492
-26% -$1.98M 0.02% 323
2025
Q1 		$7.69M Buy
45,042
+423
+0.9% +$71.5K 0.03% 273
2024
Q4 		$7.29M Sell
44,619
-362
-0.8% -$62K 0.02% 316
2024
Q3 		$7.83M Sell
44,981
-3,991
-8% -$642K 0.03% 296
2024
Q2 		$7.24M Sell
48,972
-3,719
-7% -$554K 0.03% 292
2024
Q1 		$7.51M Buy
52,691
+50,922
+2,879% +$6.88M 0.03% 292
2023
Q4 		$242K Sell
1,769
-33,467
-95% -$4.42M ﹤0.01% 1402
2023
Q3 		$4.49M Buy
+35,236
New +$4.93M 0.02% 333

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's VPU Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 2,081 shares — an estimated $385K sold.

Envestnet Portfolio Solutions first reported a position in VPU in Q3 2023 and held it in 10 quarters. The position peaked at $7.83M in Q3 2024. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,081 Vanguard Utilities ETF shares in Q1 2026, an estimated $385K.
  • Envestnet Portfolio Solutions first reported a position in Vanguard Utilities ETF in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's Vanguard Utilities ETF position peaked at $7.83M in Q3 2024.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.