FB
VPU

First Bancorp’s Vanguard Utilities ETF VPU Stock Holding History

First Bancorp’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 		$1.08M Hold
5,431
– – 0.53% 44
2025
Q4 		$1M Sell
5,431
-200
-4% -$38.4K 0.53% 44
2025
Q3 		$1.07M Sell
5,631
-8
-0.1% -$1.47K 0.57% 41
2025
Q2 		$995K Hold
5,639
– – 0.57% 38
2025
Q1 		$963K Buy
5,639
+82
+1% +$13.9K 0.63% 38
2024
Q4 		$908K Hold
5,557
– – 0.62% 36
2024
Q3 		$967K Hold
5,557
– – 0.67% 35
2024
Q2 		$822K Sell
5,557
-700
-11% -$104K 0.61% 37
2024
Q1 		$892K Sell
6,257
-55
-0.9% -$7.43K 0.68% 35
2023
Q4 		$865K Buy
6,312
+117
+2% +$15.4K 0.68% 33
2023
Q3 		$790K Hold
6,195
– – 0.69% 35
2023
Q2 		$881K Hold
6,195
– – 0.73% 31
2023
Q1 		$914K Hold
6,195
– – 0.78% 28
2022
Q4 		$950K Hold
6,195
– – 0.8% 29
2022
Q3 		$881K Buy
6,195
+1,470
+31% +$234K 0.8% 28
2022
Q2 		$720K Buy
4,725
+1,932
+69% +$304K 0.68% 36
2022
Q1 		$452K Sell
2,793
-54
-2% -$8.16K 0.41% 51
2021
Q4 		$445K Hold
2,847
– – 0.39% 53
2021
Q3 		$396K Buy
+2,847
New +$416K 0.38% 57
2021
Q1 		$400K Buy
+2,847
New +$388K 0.39% 53

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