GA
VPU

Guerra Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Guerra Advisors’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 		$2.87M Sell
15,127
-151
-1% -$27.7K 1.06% 35
2025
Q2 		$2.7M Sell
15,278
-491
-3% -$84.7K 1.27% 24
2025
Q1 		$2.69M Sell
15,769
-812
-5% -$137K 1.51% 19
2024
Q4 		$2.71M Buy
+16,581
New +$2.84M 1.5% 17

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

Guerra Advisors's VPU Position: Q3 2025 in Review

Guerra Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.99% in Q3 2025, selling an estimated $27.7K and leaving 15,127 shares worth $2.87M. The position accounts for 1.06% of the portfolio, ranked #35.

Guerra Advisors first reported a position in VPU in Q4 2024 and has held it in 4 quarters since. 623 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Guerra Advisors held 15,127 shares of Vanguard Utilities ETF worth $2.87M as of Q3 2025.
  • Guerra Advisors sold 151 Vanguard Utilities ETF shares in Q3 2025, an estimated $27.7K.
  • Vanguard Utilities ETF made up 1.06% of Guerra Advisors's portfolio in Q3 2025, its #35 holding.
  • Guerra Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 4 quarters since.
  • 623 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.