FFA
VPU

Farther Finance Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Farther Finance 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 		$6.07M Buy
30,503
+1,435
+5% +$279K 0.06% 296
2025
Q4 		$5.38M Buy
29,068
+3,307
+13% +$635K 0.06% 293
2025
Q3 		$4.88M Buy
25,761
+8,560
+50% +$1.57M 0.07% 232
2025
Q2 		$3.04M Buy
17,201
+3,584
+26% +$618K 0.06% 260
2025
Q1 		$2.33M Buy
13,617
+4,398
+48% +$743K 0.06% 269
2024
Q4 		$1.51M Buy
9,219
+3,034
+49% +$519K 0.05% 266
2024
Q3 		$1.08M Buy
6,185
+4,972
+410% +$799K 0.04% 330
2024
Q2 		$178K Buy
1,213
+271
+29% +$40.4K 0.01% 891
2024
Q1 		$134K Buy
942
+652
+225% +$88.1K 0.01% 848
2023
Q4 		$39.8K Sell
290
-643
-69% -$84.9K ﹤0.01% 1122
2023
Q3 		$119K Buy
+933
New +$130K 0.02% 504
2023
Q2 		– Sell
-14
Closed -$2.06K – 2595
2023
Q1 		$2.06K Sell
14
-80
-85% -$11.8K ﹤0.01% 1637
2022
Q4 		$14.4K Buy
+94
New +$13.9K 0.01% 834

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return