HFA
VPU

Hershey Financial Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Hershey Financial Advisers’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 		$1.72M Sell
8,706
-854
-9% -$166K 1.49% 21
2025
Q4 		$1.77M Sell
9,560
-366
-4% -$70.3K 1.5% 19
2025
Q3 		$1.88M Buy
9,926
+108
+1% +$19.8K 1.61% 19
2025
Q2 		$1.73M Buy
+9,818
New +$1.69M 1.55% 21
2024
Q4 		$1.81M Buy
+11,089
New +$1.9M 1.6% 19
2024
Q2 		$1.71M Buy
+11,554
New +$1.72M 1.53% 10

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

Hershey Financial Advisers's VPU Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard Utilities ETF (VPU) stake by 8.9% in Q1 2026, selling an estimated $166K and leaving 8,706 shares worth $1.72M. The position accounts for 1.49% of the portfolio, ranked #21.

Hershey Financial Advisers first reported a position in VPU in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Hershey Financial Advisers held 8,706 shares of Vanguard Utilities ETF worth $1.72M as of Q1 2026.
  • Hershey Financial Advisers sold 854 Vanguard Utilities ETF shares in Q1 2026, an estimated $166K.
  • Vanguard Utilities ETF made up 1.49% of Hershey Financial Advisers's portfolio in Q1 2026, its #21 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 6 quarters since.
  • Hershey Financial Advisers's Vanguard Utilities ETF position peaked at $1.88M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.