Flagship Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Flagship Wealth 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	$713K	Buy	4,042 +757	+23%	+$147K	0.31%	51
2025 Q4	$608K	Sell	3,285 -1,036	-24%	-$199K	0.18%	69
2025 Q3	$818K	Sell	4,321 -73	-2%	-$13.4K	0.27%	55
2025 Q2	$776K	Sell	4,394 -101	-2%	-$17.4K	0.29%	55
2025 Q1	$768K	Sell	4,495 -980	-18%	-$166K	0.32%	50
2024 Q4	$895K	Buy	+5,475	New	+$937K	0.53%	36

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

Flagship Wealth Advisors's VPU Position: Q1 2026 in Review

Flagship Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 23% in Q1 2026, buying an estimated $147K and bringing the position to 4,042 shares worth $713K. The position accounts for 0.31% of the portfolio, ranked #51.

Flagship Wealth Advisors first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. The position peaked at $895K in Q4 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Flagship Wealth Advisors held 4,042 shares of Vanguard Utilities ETF worth $713K as of Q1 2026.
Flagship Wealth Advisors bought 757 Vanguard Utilities ETF shares in Q1 2026, an estimated $147K.
Vanguard Utilities ETF made up 0.31% of Flagship Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Flagship Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's Vanguard Utilities ETF position peaked at $895K in Q4 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.