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Hopwood Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Hopwood Financial Services’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
2025
Q4 		– Sell
-305
Closed -$57.8K – 294
2025
Q3 		$57.8K Hold
305
– – 0.04% 145
2025
Q2 		$53.8K Hold
305
– – 0.04% 146
2025
Q1 		$52.1K Hold
305
– – 0.04% 146
2024
Q4 		$49.8K Buy
+305
New +$52.2K 0.04% 155

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hopwood Financial Services's VPU Position: Q4 2025 in Review

Hopwood Financial Services sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 305 shares — an estimated $57.8K sold.

Hopwood Financial Services first reported a position in VPU in Q4 2024 and held it in 4 quarters. The position peaked at $57.8K in Q3 2025. 666 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • Hopwood Financial Services reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 305 Vanguard Utilities ETF shares in Q4 2025, an estimated $57.8K.
  • Hopwood Financial Services first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Vanguard Utilities ETF position peaked at $57.8K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.