First Horizon Advisors’s Vanguard Utilities ETF VPU Stock Holding History

First Horizon 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
2025 Q2	$88.3K	Hold	500	–	–	﹤0.01%	760
2025 Q1	$85.4K	Sell	500 -57	-10%	-$9.63K	﹤0.01%	724
2024 Q4	$91K	Hold	557	–	–	﹤0.01%	725
2024 Q3	$96.9K	Hold	557	–	–	﹤0.01%	734
2024 Q2	$82.4K	Buy	557 +500	+877%	+$74.5K	﹤0.01%	736
2024 Q1	$8.13K	Hold	57	–	–	﹤0.01%	1662
2023 Q4	$7.81K	Buy	57 +14	+33%	+$1.85K	﹤0.01%	1682
2023 Q3	$5.48K	Hold	43	–	–	﹤0.01%	1729
2023 Q2	$6.11K	Sell	43 -160	-79%	-$23.4K	﹤0.01%	1733
2023 Q1	$30.1K	Buy	203 +1	+0.5%	+$148	﹤0.01%	1120
2022 Q4	$31.1K	Buy	202 +3	+2%	+$445	﹤0.01%	1082
2022 Q3	$28K	Sell	199 -951	-83%	-$152K	﹤0.01%	1088
2022 Q2	$175K	Buy	+1,150	New	+$181K	0.01%	494
2022 Q1	–	Sell	-1,248	Closed	-$195K	–	2305
2021 Q4	$195K	Sell	1,248 -160	-11%	-$23.6K	0.01%	502
2021 Q3	$195K	Hold	1,408	–	–	0.01%	509
2021 Q2	$195K	Buy	1,408 +168	+14%	+$24.1K	0.01%	408
2021 Q1	$174K	Buy	1,240 +1,140	+1,140%	+$155K	0.01%	404
2020 Q4	$13K	Hold	100	–	–	﹤0.01%	1016
2020 Q3	$12K	Hold	100	–	–	﹤0.01%	972
2020 Q2	$12K	Hold	100	–	–	﹤0.01%	969
2020 Q1	$12K	Hold	100	–	–	﹤0.01%	901
2019 Q4	$14K	Hold	100	–	–	﹤0.01%	986
2019 Q3	$14K	Hold	100	–	–	﹤0.01%	986
2019 Q2	$13K	Sell	100 -25	-20%	-$3.27K	﹤0.01%	1013
2019 Q1	$15K	Buy	125 +25	+25%	+$3.1K	﹤0.01%	928
2018 Q4	$11K	Hold	100	–	–	﹤0.01%	991
2018 Q3	$11K	Hold	100	–	–	﹤0.01%	1076
2018 Q2	$11K	Hold	100	–	–	﹤0.01%	1087
2018 Q1	$11K	Hold	100	–	–	﹤0.01%	974
2017 Q4	$11K	Hold	100	–	–	﹤0.01%	1011
2017 Q3	$11K	Hold	100	–	–	﹤0.01%	972
2017 Q2	$11K	Hold	100	–	–	﹤0.01%	957
2017 Q1	$11K	Sell	100 -912	-90%	-$100K	﹤0.01%	996
2016 Q4	$108K	Hold	1,012	–	–	0.01%	394
2016 Q3	$108K	Hold	1,012	–	–	0.01%	389
2016 Q2	$116K	Hold	1,012	–	–	0.02%	365
2016 Q1	$109K	Sell	1,012 -52	-5%	-$5.2K	0.01%	402
2015 Q4	$100K	Buy	1,064 +26	+3%	+$2.44K	0.02%	369
2015 Q3	$97K	Buy	1,038 +26	+3%	+$2.41K	0.02%	402
2015 Q2	$91K	Hold	1,012	–	–	0.01%	419
2015 Q1	$98K	Hold	1,012	–	–	0.01%	419
2014 Q4	$104K	Hold	1,012	–	–	0.02%	407
2014 Q3	$92K	Sell	1,012 -733	-42%	-$67.8K	0.01%	424
2014 Q2	$169K	Hold	1,745	–	–	0.02%	350
2014 Q1	$158K	Hold	1,745	–	–	0.02%	342
2013 Q4	$145K	Sell	1,745 -10	-0.6%	-$836	0.02%	345
2013 Q3	$143K	Buy	+1,755	New	+$146K	0.02%	333

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Horizon Advisors's VPU Position: Q2 2025 in Review

First Horizon Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2025 at 500 shares worth $88.3K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

First Horizon Advisors first reported a position in VPU in Q3 2013 and has held it in 47 quarters since. The position peaked at $195K in Q4 2021. 618 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

First Horizon Advisors held 500 shares of Vanguard Utilities ETF worth $88.3K as of Q2 2025.
First Horizon Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2025.
Vanguard Utilities ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #760 holding.
First Horizon Advisors first reported a position in Vanguard Utilities ETF in Q3 2013 and has held it in 47 quarters since.
First Horizon Advisors's Vanguard Utilities ETF position peaked at $195K in Q4 2021.
618 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.