FA
VPU

Flagstar Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Flagstar 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 		$2.25M Sell
11,336
-704
-6% -$137K 0.81% 39
2025
Q4 		$2.23M Sell
12,040
-141
-1% -$27.1K 0.75% 37
2025
Q3 		$2.31M Buy
12,181
+156
+1% +$28.6K 0.71% 39
2025
Q2 		$2.12M Sell
12,025
-128
-1% -$22.1K 0.59% 51
2025
Q1 		$2.08M Buy
12,153
+527
+5% +$89K 0.53% 50
2024
Q4 		$1.9M Buy
11,626
+44
+0.4% +$7.53K 0.47% 53
2024
Q3 		$2.03M Buy
11,582
+29
+0.3% +$4.66K 0.51% 49
2024
Q2 		$1.72M Sell
11,553
-440
-4% -$65.6K 0.47% 54
2024
Q1 		$1.71M Buy
11,993
+1,785
+17% +$241K 0.48% 53
2023
Q4 		$1.4M Buy
10,208
+1,918
+23% +$253K 0.44% 59
2023
Q3 		$1.07M Buy
8,290
+1,065
+15% +$149K 0.41% 66
2023
Q2 		$1.04M Buy
+7,225
New +$1.06M 0.39% 66

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