Focus Partners Advisor Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Focus Partners Advisor Solutions’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	$549K	Sell	2,770 -182	-6%	-$35.4K	0.01%	754
2025 Q4	$546K	Buy	2,952 +1,492	+102%	+$286K	0.01%	688
2025 Q3	$281K	Sell	1,460 -290	-17%	-$53.1K	﹤0.01%	934
2025 Q2	$309K	Buy	1,750 +12	+0.7%	+$2.07K	﹤0.01%	849
2025 Q1	$297K	Buy	1,738 +448	+35%	+$75.7K	﹤0.01%	757
2024 Q4	$211K	Sell	1,290 -542	-30%	-$92.8K	﹤0.01%	719
2024 Q3	$319K	Buy	+1,832	New	+$294K	0.01%	553
2023 Q4	–	Sell	-1,744	Closed	-$222K	–	472
2023 Q3	$222K	Buy	+1,744	New	+$244K	0.01%	405

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

Focus Partners Advisor Solutions's VPU Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Vanguard Utilities ETF (VPU) stake by 6.2% in Q1 2026, selling an estimated $35.4K and leaving 2,770 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #754.

Focus Partners Advisor Solutions first reported a position in VPU in Q3 2023 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Focus Partners Advisor Solutions held 2,770 shares of Vanguard Utilities ETF worth $549K as of Q1 2026.
Focus Partners Advisor Solutions sold 182 Vanguard Utilities ETF shares in Q1 2026, an estimated $35.4K.
Vanguard Utilities ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #754 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 8 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.