HI
VPU

Harbour Investments’s Vanguard Utilities ETF VPU Stock Holding History

Harbour Investments’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 		$9.68M Buy
48,865
+21,328
+77% +$4.14M 0.15% 130
2025
Q4 		$5.1M Buy
27,537
+4,040
+17% +$776K 0.1% 189
2025
Q3 		$4.45M Buy
23,497
+8,254
+54% +$1.51M 0.1% 186
2025
Q2 		$2.69M Buy
15,243
+2,845
+23% +$491K 0.07% 259
2025
Q1 		$2.12M Buy
12,398
+755
+6% +$128K 0.06% 279
2024
Q4 		$1.9M Sell
11,643
-9,139
-44% -$1.56M 0.05% 302
2024
Q3 		$3.62M Buy
20,782
+549
+3% +$88.2K 0.11% 154
2024
Q2 		$2.99M Buy
20,233
+1,435
+8% +$214K 0.1% 186
2024
Q1 		$2.68M Sell
18,798
-215
-1% -$29.1K 0.1% 196
2023
Q4 		$2.61M Buy
19,013
+5,494
+41% +$725K 0.11% 182
2023
Q3 		$1.72M Sell
13,519
-152
-1% -$21.3K 0.09% 227
2023
Q2 		$1.94M Buy
13,671
+970
+8% +$142K 0.1% 211
2023
Q1 		$1.87M Sell
12,701
-64
-0.5% -$9.47K 0.1% 190
2022
Q4 		$1.96M Buy
12,765
+4,044
+46% +$599K 0.12% 169
2022
Q3 		$1.33M Hold
8,721
– – 0.09% 219
2022
Q2 		$1.33M Buy
+8,721
New +$1.37M 0.09% 219
2021
Q4 		$476K Sell
3,042
-11,767
-79% -$1.74M 0.03% 441
2021
Q3 		$2.06M Sell
14,809
-2,422
-14% -$354K 0.07% 276
2021
Q2 		$2.39M Sell
17,231
-4,631
-21% -$664K 0.08% 244
2021
Q1 		$3.07M Buy
+21,862
New +$2.98M 0.11% 172

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