FWM
VPU

FSA Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

FSA Wealth 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 		$1.24M Buy
6,663
+223
+3% +$40.8K 0.45% 18
2025
Q2 		$1.14M Sell
6,440
-7
-0.1% -$1.21K 0.44% 18
2025
Q1 		$1.11M Buy
6,447
+6,392
+11,622% +$1.08M 0.47% 18
2024
Q4 		$8.94K Buy
55
+1
+2% +$171 ﹤0.01% 310
2024
Q3 		$9.38K Buy
+54
New +$8.68K ﹤0.01% 314
2024
Q1 		$7.62K Hold
53
– – ﹤0.01% 372
2023
Q4 		$7K Buy
+53
New +$7K ﹤0.01% 384

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

FSA Wealth Management's VPU Position: Q3 2025 in Review

FSA Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 3.5% in Q3 2025, buying an estimated $40.8K and bringing the position to 6,663 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #18.

FSA Wealth Management first reported a position in VPU in Q4 2023 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • FSA Wealth Management held 6,663 shares of Vanguard Utilities ETF worth $1.24M as of Q3 2025.
  • FSA Wealth Management bought 223 Vanguard Utilities ETF shares in Q3 2025, an estimated $40.8K.
  • Vanguard Utilities ETF made up 0.45% of FSA Wealth Management's portfolio in Q3 2025, its #18 holding.
  • FSA Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.