Independent Family Office’s Vanguard Utilities ETF VPU Stock Holding History

Independent Family Office’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	$1.48M	Hold	7,450	–	–	0.61%	30
2025 Q4	$1.38M	Hold	7,450	–	–	0.58%	29
2025 Q3	$1.41M	Hold	7,450	–	–	0.6%	27
2025 Q2	$1.31M	Buy	7,450 +1,500	+25%	+$259K	0.61%	29
2025 Q1	$1.02M	Hold	5,950	–	–	0.53%	34
2024 Q4	$972K	Sell	5,950 -166	-3%	-$28.4K	0.51%	35
2024 Q3	$1.06M	Hold	6,116	–	–	0.53%	37
2024 Q2	$905K	Hold	6,116	–	–	0.52%	35
2024 Q1	$872K	Hold	6,116	–	–	0.47%	40
2023 Q4	$838K	Hold	6,116	–	–	0.47%	36
2023 Q3	$780K	Hold	6,116	–	–	0.49%	37
2023 Q2	$870K	Hold	6,116	–	–	0.53%	34
2023 Q1	$902K	Hold	6,116	–	–	0.52%	34
2022 Q4	$938K	Hold	6,116	–	–	0.56%	33
2022 Q3	$870K	Hold	6,116	–	–	0.43%	34
2022 Q2	$932	Hold	6,116	–	–	0.46%	31
2022 Q1	$990K	Hold	6,116	–	–	0.32%	32
2021 Q4	$957K	Hold	6,116	–	–	0.36%	29
2021 Q3	$851K	Hold	6,116	–	–	0.35%	22
2021 Q2	$849K	Hold	6,116	–	–	0.33%	26
2021 Q1	$859K	Hold	6,116	–	–	0.34%	26
2020 Q4	$839K	Hold	6,116	–	–	0.35%	27
2020 Q3	$790K	Hold	6,116	–	–	0.37%	26
2020 Q2	$756K	Hold	6,116	–	–	0.39%	24
2020 Q1	$746K	Hold	6,116	–	–	0.46%	22
2019 Q4	$874K	Buy	+6,116	New	+$860K	0.55%	22

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Independent Family Office's VPU Position: Q1 2026 in Review

Independent Family Office held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 7,450 shares worth $1.48M. The position accounts for 0.61% of the portfolio, ranked #30.

Independent Family Office first reported a position in VPU in Q4 2019 and has held it in 26 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Independent Family Office held 7,450 shares of Vanguard Utilities ETF worth $1.48M as of Q1 2026.
Independent Family Office left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.61% of Independent Family Office's portfolio in Q1 2026, its #30 holding.
Independent Family Office first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 26 quarters since.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.