GAM
VPU

Gotham Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Gotham Asset 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 		$464K Hold
2,344
– – ﹤0.01% 1506
2025
Q4 		$434K Buy
2,344
+1,185
+102% +$227K ﹤0.01% 1474
2025
Q3 		$220K Hold
1,159
– – ﹤0.01% 1597
2025
Q2 		$205K Buy
+1,159
New +$200K ﹤0.01% 1572
2023
Q4 		– Sell
-2,551
Closed -$325K – 1439
2023
Q3 		$325K Hold
2,551
– – 0.01% 1096
2023
Q2 		$363K Hold
2,551
– – 0.01% 1068
2023
Q1 		$376K Buy
+2,551
New +$378K 0.01% 1055

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

Gotham Asset Management's VPU Position: Q1 2026 in Review

Gotham Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,344 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Gotham Asset Management first reported a position in VPU in Q1 2023 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Gotham Asset Management held 2,344 shares of Vanguard Utilities ETF worth $464K as of Q1 2026.
  • Gotham Asset Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Gotham Asset Management's portfolio in Q1 2026, its #1506 holding.
  • Gotham Asset Management first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.