Golden State Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Golden State 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
2026 Q1	–	Sell	-170	Closed	-$31.5K	–	1734
2025 Q4	$31.5K	Hold	170	–	–	﹤0.01%	804
2025 Q3	$32.2K	Hold	170	–	–	﹤0.01%	785
2025 Q2	$30K	Hold	170	–	–	﹤0.01%	777
2025 Q1	$29K	Hold	170	–	–	﹤0.01%	712
2024 Q4	$27.8K	Buy	+170	New	+$29.1K	﹤0.01%	684
2020 Q2	–	Sell	-100	Closed	-$12K	–	925
2020 Q1	$12K	Buy	+100	New	+$14.1K	0.01%	596
2019 Q4	–	Sell	-418	Closed	-$60K	–	933
2019 Q3	$60K	Hold	418	–	–	0.02%	389
2019 Q2	$55K	Hold	418	–	–	0.02%	437
2019 Q1	$54K	Buy	+418	New	+$51.8K	0.02%	421

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Golden State Wealth Management's VPU Position: Q1 2026 in Review

Golden State Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 170 shares — an estimated $31.5K sold.

Golden State Wealth Management first reported a position in VPU in Q1 2019 and held it in 9 quarters. The position peaked at $60K in Q3 2019. 678 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Golden State Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 170 Vanguard Utilities ETF shares in Q1 2026, an estimated $31.5K.
Golden State Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2019 and held it in 9 quarters.
Golden State Wealth Management's Vanguard Utilities ETF position peaked at $60K in Q3 2019.
678 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.