GM
VPU

GeoWealth Management’s Vanguard Utilities ETF VPU Stock Holding History

GeoWealth 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
Closed -$4.77K – 1231
2025
Q2 		$4.77K Buy
+27
New +$4.66K ﹤0.01% 1148
2025
Q1 		– Sell
-20
Closed -$3.27K – 1774
2024
Q4 		$3.27K Hold
20
– – ﹤0.01% 1602
2024
Q3 		$3.48K Buy
+20
New +$3.21K ﹤0.01% 1494
2022
Q2 		– Sell
-941
Closed -$153K – 405
2022
Q1 		$153K Buy
+941
New +$142K 0.01% 307
2020
Q4 		– Sell
-19,254
Closed -$2.48M – 226
2020
Q3 		$2.48M Buy
+19,254
New +$2.49M 0.75% 46

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GeoWealth Management's VPU Position: Q3 2025 in Review

GeoWealth Management sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 27 shares — an estimated $4.77K sold.

GeoWealth Management first reported a position in VPU in Q3 2020 and held it in 5 quarters. The position peaked at $2.48M in Q3 2020. 624 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • GeoWealth Management reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 27 Vanguard Utilities ETF shares in Q3 2025, an estimated $4.77K.
  • GeoWealth Management first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 5 quarters.
  • GeoWealth Management's Vanguard Utilities ETF position peaked at $2.48M in Q3 2020.
  • 624 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.