FA
VPU

FSA Advisors’s Vanguard Utilities ETF VPU Stock Holding History

FSA 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 		$344K Sell
1,738
-428
-20% -$83.2K 0.23% 134
2025
Q4 		$401K Buy
+2,166
New +$416K 0.28% 103
2025
Q3 		– Sell
-2,351
Closed -$415K – 188
2025
Q2 		$415K Sell
2,351
-15
-0.6% -$2.59K 0.34% 91
2025
Q1 		$404K Buy
+2,366
New +$400K 0.32% 101

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

FSA Advisors's VPU Position: Q1 2026 in Review

FSA Advisors reduced its Vanguard Utilities ETF (VPU) stake by 20% in Q1 2026, selling an estimated $83.2K and leaving 1,738 shares worth $344K. The position accounts for 0.23% of the portfolio, ranked #134.

FSA Advisors first reported a position in VPU in Q1 2025 and has held it in 4 quarters since. The position peaked at $415K in Q2 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • FSA Advisors held 1,738 shares of Vanguard Utilities ETF worth $344K as of Q1 2026.
  • FSA Advisors sold 428 Vanguard Utilities ETF shares in Q1 2026, an estimated $83.2K.
  • Vanguard Utilities ETF made up 0.23% of FSA Advisors's portfolio in Q1 2026, its #134 holding.
  • FSA Advisors first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 4 quarters since.
  • FSA Advisors's Vanguard Utilities ETF position peaked at $415K in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.