GSWM
VPU

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 – 1735
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 – 899
2020
Q1 		$12K Buy
+100
New +$14.1K 0.01% 596
2019
Q4 		– Sell
-418
Closed -$60K – 934
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
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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return