FIM
VPU

Freedom Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-27,638
Closed -$4.88M – 702
2025
Q2 		$4.88M Sell
27,638
-919
-3% -$159K 0.39% 46
2025
Q1 		$4.88M Sell
28,557
-3,252
-10% -$549K 0.41% 46
2024
Q4 		$5.2M Buy
31,809
+4,078
+15% +$698K 0.43% 45
2024
Q3 		$4.83M Sell
27,731
-10,308
-27% -$1.66M 0.38% 48
2024
Q2 		$5.63M Sell
38,039
-4,592
-11% -$684K 0.46% 41
2024
Q1 		$6.08M Buy
42,631
+2,547
+6% +$344K 0.49% 38
2023
Q4 		$5.49M Sell
40,084
-13,533
-25% -$1.79M 0.45% 41
2023
Q3 		$6.84M Sell
53,617
-33,622
-39% -$4.7M 0.84% 16
2023
Q2 		$12.4M Buy
87,239
+15,130
+21% +$2.22M 1.39% 7
2023
Q1 		$10.6M Buy
72,109
+62,844
+678% +$9.3M 1.2% 6
2022
Q4 		$1.42M Sell
9,265
-3,878
-30% -$575K 0.16% 169
2022
Q3 		$1.87M Buy
13,143
+7,022
+115% +$1.12M 0.22% 111
2022
Q2 		$933K Buy
6,121
+3,668
+150% +$577K 0.1% 272
2022
Q1 		$397K Buy
2,453
+65
+3% +$9.83K 0.04% 545
2021
Q4 		$374K Sell
2,388
-2,902
-55% -$428K 0.03% 609
2021
Q3 		$736K Sell
5,290
-12,576
-70% -$1.84M 0.06% 399
2021
Q2 		$2.48M Sell
17,866
-98,260
-85% -$14.1M 0.18% 132
2021
Q1 		$16.3M Sell
116,126
-66,775
-37% -$9.1M 1.27% 8
2020
Q4 		$25.1M Buy
182,901
+59,606
+48% +$8.22M 2.76% 3
2020
Q3 		$15.9M Sell
123,295
-51,871
-30% -$6.71M 1.73% 6
2020
Q2 		$21.7M Buy
175,166
+93,778
+115% +$11.9M 2.36% 5
2020
Q1 		$12.3M Buy
81,388
+18,160
+29% +$2.55M 1.09% 13
2019
Q4 		$9.04M Buy
63,228
+7,638
+14% +$1.07M 0.8% 18
2019
Q3 		$7.99M Buy
55,590
+3,776
+7% +$518K 0.69% 20
2019
Q2 		$6.89M Buy
51,814
+61
+0.1% +$7.98K 0.58% 29
2019
Q1 		$6.71M Buy
51,753
+17,340
+50% +$2.15M 0.54% 31
2018
Q4 		$4.05M Buy
34,413
+9,734
+39% +$1.18M 0.32% 46
2018
Q3 		$2.96M Sell
24,679
-5,575
-18% -$661K 0.19% 93
2018
Q2 		$3.51M Sell
30,254
-3,784
-11% -$425K 0.21% 70
2018
Q1 		$3.81M Sell
34,038
-3,630
-10% -$401K 0.19% 74
2017
Q4 		$4.39M Sell
37,668
-6,552
-15% -$791K 0.22% 47
2017
Q3 		$5.16M Buy
44,220
+10,979
+33% +$1.3M 0.28% 37
2017
Q2 		$3.8M Sell
33,241
-113
-0.3% -$13K 0.22% 51
2017
Q1 		$3.76M Buy
33,354
+17,058
+105% +$1.87M 0.22% 53
2016
Q4 		$1.74M Buy
16,296
+1,753
+12% +$184K 0.11% 121
2016
Q3 		$1.56M Sell
14,543
-946
-6% -$105K 0.1% 140
2016
Q2 		$1.77M Buy
15,489
+2,173
+16% +$233K 0.12% 100
2016
Q1 		$1.43M Sell
13,316
-1,189
-8% -$119K 0.1% 132
2015
Q4 		$1.36M Sell
14,505
-6,527
-31% -$611K 0.1% 149
2015
Q3 		$1.61M Buy
21,032
+7,210
+52% +$669K 0.16% 86
2015
Q2 		$1.24M Sell
13,822
-1,065
-7% -$101K 0.13% 117
2015
Q1 		$1.44M Buy
14,887
+3,874
+35% +$389K 0.16% 89
2014
Q4 		$1.13M Sell
11,013
-1,082
-9% -$106K 0.15% 103
2014
Q3 		$1.1M Buy
12,095
+2,052
+20% +$190K 0.2% 85
2014
Q2 		$971K Buy
10,043
+987
+11% +$91.5K 0.16% 99
2014
Q1 		$820K Buy
9,056
+285
+3% +$24.6K 0.18% 99
2013
Q4 		$730K Buy
8,771
+199
+2% +$16.6K 0.18% 95
2013
Q3 		$700K Buy
8,572
+396
+5% +$33K 0.2% 80
2013
Q2 		$672K Buy
+8,176
New +$696K 0.23% 77

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's VPU Position: Q3 2025 in Review

Freedom Investment Management sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 27,638 shares — an estimated $4.88M sold.

Freedom Investment Management first reported a position in VPU in Q2 2013 and held it in 49 quarters. The position peaked at $25.1M in Q4 2020. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Freedom Investment Management reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 27,638 Vanguard Utilities ETF shares in Q3 2025, an estimated $4.88M.
  • Freedom Investment Management first reported a position in Vanguard Utilities ETF in Q2 2013 and held it in 49 quarters.
  • Freedom Investment Management's Vanguard Utilities ETF position peaked at $25.1M in Q4 2020.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.