HDIM
VPU

Hanson & Doremus Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Hanson & Doremus Investment 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
-108
Closed -$20K – 551
2025
Q4 		$20K Hold
108
– – ﹤0.01% 392
2025
Q3 		$20K Hold
108
– – ﹤0.01% 394
2025
Q2 		$19K Hold
108
– – ﹤0.01% 404
2025
Q1 		$18K Hold
108
– – ﹤0.01% 401
2024
Q4 		$18K Hold
108
– – ﹤0.01% 383
2024
Q3 		$19K Hold
108
– – ﹤0.01% 372
2024
Q2 		$16K Hold
108
– – ﹤0.01% 389
2024
Q1 		$15K Hold
108
– – ﹤0.01% 384
2023
Q4 		$15K Hold
108
– – ﹤0.01% 383
2023
Q3 		$14K Buy
+108
New +$15.1K ﹤0.01% 375

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