IIM
VPU

IFC & Insurance Marketing’s Vanguard Utilities ETF VPU Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-153
Closed -$28K – 677
2025
Q4 		$28K Buy
+153
New +$29.4K 0.03% 242

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 $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFC & Insurance Marketing's VPU Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 153 shares — an estimated $28K sold.

IFC & Insurance Marketing first reported a position in VPU in Q4 2025 and held it in 1 quarter. The position peaked at $28K in Q4 2025. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 153 Vanguard Utilities ETF shares in Q1 2026, an estimated $28K.
  • IFC & Insurance Marketing first reported a position in Vanguard Utilities ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's Vanguard Utilities ETF position peaked at $28K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.