HFO
VPU

Heritage Family Offices’s Vanguard Utilities ETF VPU Stock Holding History

Heritage Family Offices’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 		$337K Hold
1,700
– – 0.15% 128
2025
Q4 		$315K Hold
1,700
– – 0.14% 135
2025
Q3 		$322K Hold
1,700
– – 0.15% 124
2025
Q2 		$287K Hold
1,700
– – 0.15% 128
2025
Q1 		$290K Hold
1,700
– – 0.15% 126
2024
Q4 		$278K Hold
1,700
– – 0.14% 135
2024
Q3 		$296K Hold
1,700
– – 0.15% 131
2024
Q2 		$251K Buy
+1,700
New +$253K 0.14% 138

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 $377B 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 $530B 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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Family Offices's VPU Position: Q1 2026 in Review

Heritage Family Offices held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,700 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #128.

Heritage Family Offices first reported a position in VPU in Q2 2024 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Heritage Family Offices held 1,700 shares of Vanguard Utilities ETF worth $337K as of Q1 2026.
  • Heritage Family Offices left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.15% of Heritage Family Offices's portfolio in Q1 2026, its #128 holding.
  • Heritage Family Offices first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.