HFRG
VPU

Houlihan Financial Resource Group’s Vanguard Utilities ETF VPU Stock Holding History

Houlihan Financial Resource Group’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 		$422K Buy
2,131
+3
+0.1% +$583 0.16% 82
2025
Q4 		$398K Buy
2,128
+575
+37% +$110K 0.15% 84
2025
Q3 		$294K Sell
1,553
-767
-33% -$140K 0.26% 64
2025
Q2 		$423K Sell
2,320
-95
-4% -$16.4K 0.18% 81
2025
Q1 		$413K Buy
2,415
+5
+0.2% +$845 0.19% 76
2024
Q4 		$394K Buy
2,410
+12
+0.5% +$2.05K 0.17% 82
2024
Q3 		$417K Buy
2,398
+6
+0.3% +$964 0.17% 81
2024
Q2 		$354K Hold
2,392
– – 0.24% 50
2024
Q1 		$341K Sell
2,392
-394
-14% -$53.3K 0.15% 81
2023
Q4 		$382K Buy
2,786
+7
+0.3% +$924 0.19% 74
2023
Q3 		$356K Sell
2,779
-97,276
-97% -$13.6M 0.19% 75
2023
Q2 		$14.7M Buy
100,055
+97,289
+3,517% +$14.3M 0.46% 32
2023
Q1 		$408K Sell
2,766
-93
-3% -$13.8K 0.22% 69
2022
Q4 		$433K Buy
2,859
+8
+0.3% +$1.19K 0.25% 65
2022
Q3 		$425K Buy
+2,851
New +$454K 0.26% 63
2020
Q3 		$414K Buy
+2,852
New +$369K 0.24% 67
2020
Q1 		$362K Buy
2,968
+7
+0.2% +$984 0.31% 61
2019
Q4 		$423K Buy
+2,961
New +$416K 0.27% 68

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

Houlihan Financial Resource Group's VPU Position: Q1 2026 in Review

Houlihan Financial Resource Group increased its Vanguard Utilities ETF (VPU) stake by 0.14% in Q1 2026, buying an estimated $583 and bringing the position to 2,131 shares worth $422K. The position accounts for 0.16% of the portfolio, ranked #82.

Houlihan Financial Resource Group first reported a position in VPU in Q4 2019 and has held it in 18 quarters since. The position peaked at $14.7M in Q2 2023. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Houlihan Financial Resource Group held 2,131 shares of Vanguard Utilities ETF worth $422K as of Q1 2026.
  • Houlihan Financial Resource Group bought 3 Vanguard Utilities ETF shares in Q1 2026, an estimated $583.
  • Vanguard Utilities ETF made up 0.16% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #82 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 18 quarters since.
  • Houlihan Financial Resource Group's Vanguard Utilities ETF position peaked at $14.7M in Q2 2023.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.