Financial Freedom LLC’s Vanguard Utilities ETF VPU Stock Holding History

Financial Freedom LLC’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	$335K	Hold	1,689	–	–	0.17%	81
2025 Q4	$313K	Hold	1,689	–	–	0.16%	82
2025 Q3	$320K	Hold	1,689	–	–	0.16%	81
2025 Q2	$298K	Hold	1,689	–	–	0.16%	83
2025 Q1	$288K	Sell	1,689 -308	-15%	-$52K	0.17%	79
2024 Q4	$326K	Buy	1,997 +5	+0.3%	+$856	0.17%	72
2024 Q3	$347K	Sell	1,992 -28	-1%	-$4.5K	0.18%	71
2024 Q2	$299K	Hold	2,020	–	–	0.17%	78
2024 Q1	$288K	Buy	2,020 +2	+0.1%	+$270	0.17%	83
2023 Q4	$277K	Sell	2,018 -23	-1%	-$3.04K	0.18%	76
2023 Q3	$260K	Sell	2,041 -183	-8%	-$25.6K	0.18%	75
2023 Q2	$316K	Hold	2,224	–	–	0.22%	65
2023 Q1	$328K	Buy	2,224 +4	+0.2%	+$592	0.24%	62
2022 Q4	$340K	Buy	+2,220	New	+$329K	0.23%	56

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 $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

Financial Freedom LLC's VPU Position: Q1 2026 in Review

Financial Freedom LLC held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,689 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #81.

Financial Freedom LLC first reported a position in VPU in Q4 2022 and has held it in 14 quarters since. The position peaked at $347K in Q3 2024. 671 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Financial Freedom LLC held 1,689 shares of Vanguard Utilities ETF worth $335K as of Q1 2026.
Financial Freedom LLC left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.17% of Financial Freedom LLC's portfolio in Q1 2026, its #81 holding.
Financial Freedom LLC first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's Vanguard Utilities ETF position peaked at $347K in Q3 2024.
671 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.