FWP
VPU

FAS Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

FAS Wealth 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
2026
Q1 		$190K Buy
958
+795
+488% +$154K 0.01% 345
2025
Q4 		$30.1K Buy
163
+1
+0.6% +$192 ﹤0.01% 419
2025
Q3 		$30.6K Sell
162
-135
-45% -$24.7K ﹤0.01% 393
2025
Q2 		$52.5K Buy
297
+2
+0.7% +$345 ﹤0.01% 364
2025
Q1 		$50.5K Buy
295
+2
+0.7% +$338 ﹤0.01% 340
2024
Q4 		$47.9K Buy
293
+4
+1% +$685 ﹤0.01% 352
2024
Q3 		$50.3K Buy
289
+134
+86% +$21.5K ﹤0.01% 354
2024
Q2 		$22.9K Hold
155
– – ﹤0.01% 376
2024
Q1 		$22K Buy
155
+2
+1% +$270 ﹤0.01% 388
2023
Q4 		$21K Buy
153
+3
+2% +$396 ﹤0.01% 381
2023
Q3 		$19.2K Buy
150
+1
+0.7% +$140 ﹤0.01% 374
2023
Q2 		$21.2K Hold
149
– – ﹤0.01% 352
2023
Q1 		$22K Buy
149
+1
+0.7% +$148 ﹤0.01% 372
2022
Q4 		$22.7K Buy
148
+2
+1% +$296 ﹤0.01% 364
2022
Q3 		$21K Hold
146
– – ﹤0.01% 346
2022
Q2 		$22K Buy
146
+2
+1% +$315 ﹤0.01% 352
2022
Q1 		$23K Hold
144
– – ﹤0.01% 357
2021
Q4 		$22K Buy
144
+3
+2% +$442 ﹤0.01% 372
2021
Q3 		$20K Hold
141
– – ﹤0.01% 369
2021
Q2 		$20K Buy
141
+1
+0.7% +$143 ﹤0.01% 350
2021
Q1 		$20K Buy
140
+1
+0.7% +$136 ﹤0.01% 324
2020
Q4 		$19K Buy
+139
New +$19.2K ﹤0.01% 311

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