HBW
VPU

Hazlett, Burt & Watson’s Vanguard Utilities ETF VPU Stock Holding History

Hazlett, Burt & Watson’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 		$9K Hold
47
– – ﹤0.01% 716
2025
Q4 		$9K Buy
+47
New +$9.02K ﹤0.01% 726
2024
Q3 		– Sell
-50
Closed -$7K – 751
2024
Q2 		$7K Hold
50
– – ﹤0.01% 558
2024
Q1 		$7K Hold
50
– – ﹤0.01% 550
2023
Q4 		$7K Hold
50
– – ﹤0.01% 531
2023
Q3 		$6K Hold
50
– – ﹤0.01% 555
2023
Q2 		$7K Buy
+50
New +$7.32K 0.01% 523

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