IAA
VPU

Independent Advisor Alliance’s Vanguard Utilities ETF VPU Stock Holding History

Independent Advisor Alliance’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 		$837K Buy
+4,223
New +$821K 0.01% 912
2025
Q1 		– Sell
-2,983
Closed -$488K – 1360
2024
Q4 		$488K Buy
+2,983
New +$511K 0.01% 969
2020
Q1 		– Sell
-1,788
Closed -$255K – 859
2019
Q4 		$255K Buy
+1,788
New +$251K 0.01% 736

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

Independent Advisor Alliance's VPU Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 4,223 shares worth $837K. The stake represents 0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in VPU as recently as Q4 2024.

Independent Advisor Alliance first reported a position in VPU in Q4 2019 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Independent Advisor Alliance held 4,223 shares of Vanguard Utilities ETF worth $837K as of Q1 2026.
  • Vanguard Utilities ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Vanguard Utilities ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #912 holding.
  • Independent Advisor Alliance first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.