FIA
VPU

Foundations Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Foundations Investment 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 		– Sell
-20,000
Closed -$3.7M – 1258
2025
Q4 		$3.7M Buy
+20,000
New +$3.84M 0.05% 256

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Foundations Investment Advisors's VPU Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 5.4% in Q1 2026, buying an estimated $318K and bringing the position to 32,202 shares worth $6.38M. The position accounts for 0.08% of the portfolio, ranked #195.

Foundations Investment Advisors first reported a position in VPU in Q3 2020 and has held it in 15 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Foundations Investment Advisors held 32,202 shares of Vanguard Utilities ETF worth $6.38M as of Q1 2026.
  • Foundations Investment Advisors bought 1,636 Vanguard Utilities ETF shares in Q1 2026, an estimated $318K.
  • Vanguard Utilities ETF made up 0.08% of Foundations Investment Advisors's portfolio in Q1 2026, its #195 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 15 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.