GPS Wealth Strategies Group’s Vanguard Utilities ETF VPU Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-188	Closed	-$35.6K	–	1559
2025 Q3	$35.6K	Hold	188	–	–	﹤0.01%	758
2025 Q2	$33.2K	Sell	188 -889	-83%	-$153K	﹤0.01%	735
2025 Q1	$184K	Buy	1,077 +889	+473%	+$150K	0.02%	314
2024 Q4	$30.7K	Hold	188	–	–	﹤0.01%	695
2024 Q3	$32.7K	Hold	188	–	–	﹤0.01%	682
2024 Q2	$27.8K	Hold	188	–	–	﹤0.01%	677
2024 Q1	$26.8K	Hold	188	–	–	﹤0.01%	650
2023 Q4	$25.8K	Hold	188	–	–	﹤0.01%	635
2023 Q3	$24K	Sell	188 -19	-9%	-$2.66K	﹤0.01%	653
2023 Q2	$29.4K	Buy	207 +19	+10%	+$2.78K	0.01%	613
2023 Q1	$27.7K	Buy	+188	New	+$27.8K	0.01%	624
2022 Q4	–	Sell	-188	Closed	-$27K	–	1056
2022 Q3	$27K	Hold	188	–	–	0.01%	554
2022 Q2	$29K	Hold	188	–	–	0.01%	548
2022 Q1	$30K	Sell	188 -112	-37%	-$16.9K	0.01%	521
2021 Q4	$47K	Hold	300	–	–	0.01%	418
2021 Q3	$42K	Hold	300	–	–	0.01%	422
2021 Q2	$42K	Hold	300	–	–	0.01%	443
2021 Q1	$42K	Buy	+300	New	+$40.9K	0.01%	416

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GPS Wealth Strategies Group's VPU Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 188 shares — an estimated $35.6K sold.

GPS Wealth Strategies Group first reported a position in VPU in Q1 2021 and held it in 18 quarters. The position peaked at $184K in Q1 2025. 665 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 188 Vanguard Utilities ETF shares in Q4 2025, an estimated $35.6K.
GPS Wealth Strategies Group first reported a position in Vanguard Utilities ETF in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's Vanguard Utilities ETF position peaked at $184K in Q1 2025.
665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.