EWA
VPU

EP Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

EP Wealth 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 		$805K Sell
4,064
-153
-4% -$29.7K ﹤0.01% 713
2025
Q4 		$780K Buy
+4,217
New +$810K ﹤0.01% 694
2025
Q2 		$762K Buy
4,315
+135
+3% +$23.3K 0.01% 635
2025
Q1 		$714K Sell
4,180
-502
-11% -$84.8K 0.01% 592
2024
Q4 		$765K Sell
4,682
-2,230
-32% -$382K 0.01% 572
2024
Q3 		$1.2M Buy
6,912
+71
+1% +$11.4K 0.01% 455
2024
Q2 		$1.01M Hold
6,841
– – 0.01% 388
2024
Q1 		$975K Buy
6,841
+2,140
+46% +$289K 0.01% 381
2023
Q4 		$644K Sell
4,701
-1,406
-23% -$186K 0.01% 445
2023
Q3 		$779K Sell
6,107
-1,203
-16% -$168K 0.01% 375
2023
Q2 		$745K Sell
7,310
-323,939
-98% -$47.5M 0.01% 380
2023
Q1 		$64.6M Buy
331,249
+325,631
+5,796% +$48.2M 1.11% 17
2022
Q4 		$862K Buy
+5,618
New +$832K 0.02% 306
2022
Q3 		– Sell
-4,044
Closed -$616K – 642
2022
Q2 		$616K Buy
4,044
+264
+7% +$41.6K 0.01% 331
2022
Q1 		$612K Buy
+3,780
New +$572K 0.01% 341

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EP Wealth Advisors's VPU Position: Q1 2026 in Review

EP Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 3.6% in Q1 2026, selling an estimated $29.7K and leaving 4,064 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

EP Wealth Advisors first reported a position in VPU in Q1 2022 and has held it in 15 quarters since. The position peaked at $64.6M in Q1 2023. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • EP Wealth Advisors held 4,064 shares of Vanguard Utilities ETF worth $805K as of Q1 2026.
  • EP Wealth Advisors sold 153 Vanguard Utilities ETF shares in Q1 2026, an estimated $29.7K.
  • Vanguard Utilities ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #713 holding.
  • EP Wealth Advisors first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Vanguard Utilities ETF position peaked at $64.6M in Q1 2023.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.