GSIAS
VPU

Garden State Investment Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Garden State Investment Advisory Services’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 		$308K Buy
1,553
+173
+13% +$33.6K 0.07% 224
2025
Q4 		$256K Buy
1,380
+49
+4% +$9.41K 0.06% 254
2025
Q3 		$252K Buy
1,331
+113
+9% +$20.7K 0.06% 251
2025
Q2 		$215K Sell
1,218
-56
-4% -$9.66K 0.05% 267
2025
Q1 		$218K Sell
1,274
-624
-33% -$105K 0.07% 229
2024
Q4 		$311K Buy
1,898
+314
+20% +$53.7K 0.09% 180
2024
Q3 		$277K Buy
1,584
+11
+0.7% +$1.77K 0.09% 181
2024
Q2 		$234K Sell
1,573
-75
-5% -$11.2K 0.08% 194
2024
Q1 		$235K Sell
1,648
-111
-6% -$15K 0.09% 193
2023
Q4 		$241K Sell
1,759
-435
-20% -$57.4K 0.1% 172
2023
Q3 		$281K Sell
2,194
-289
-12% -$40.4K 0.13% 142
2023
Q2 		$354K Sell
2,483
-221
-8% -$32.4K 0.14% 120
2023
Q1 		$399K Sell
2,704
-77
-3% -$11.4K 0.17% 104
2022
Q4 		$426K Buy
+2,781
New +$412K 0.25% 95

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

Garden State Investment Advisory Services's VPU Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Vanguard Utilities ETF (VPU) stake by 13% in Q1 2026, buying an estimated $33.6K and bringing the position to 1,553 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #224.

Garden State Investment Advisory Services first reported a position in VPU in Q4 2022 and has held it in 14 quarters since. The position peaked at $426K in Q4 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Garden State Investment Advisory Services held 1,553 shares of Vanguard Utilities ETF worth $308K as of Q1 2026.
  • Garden State Investment Advisory Services bought 173 Vanguard Utilities ETF shares in Q1 2026, an estimated $33.6K.
  • Vanguard Utilities ETF made up 0.07% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #224 holding.
  • Garden State Investment Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's Vanguard Utilities ETF position peaked at $426K in Q4 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.