F.L. Putnam Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

F.L. Putnam Investment 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	–	Sell	-2,442	Closed	-$452K	–	618
2025 Q4	$452K	Buy	+2,442	New	+$469K	0.01%	445
2024 Q4	–	Sell	-540	Closed	-$41.8K	–	615
2024 Q3	$41.8K	Buy	540 +300	+125%	+$48.2K	﹤0.01%	583
2024 Q2	$35.5K	Buy	+240	New	+$35.8K	﹤0.01%	595

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 $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

F.L. Putnam Investment Management's VPU Position: Q1 2026 in Review

F.L. Putnam Investment Management sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 2,442 shares — an estimated $452K sold.

F.L. Putnam Investment Management first reported a position in VPU in Q2 2024 and held it in 3 quarters. The position peaked at $452K in Q4 2025. 674 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

F.L. Putnam Investment Management reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
F.L. Putnam Investment Management sold 2,442 Vanguard Utilities ETF shares in Q1 2026, an estimated $452K.
F.L. Putnam Investment Management first reported a position in Vanguard Utilities ETF in Q2 2024 and held it in 3 quarters.
F.L. Putnam Investment Management's Vanguard Utilities ETF position peaked at $452K in Q4 2025.
674 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.