IFWM
VPU

Institute for Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Institute for Wealth Management’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 		$996K Buy
5,028
+697
+16% +$135K 0.11% 199
2025
Q4 		$801K Buy
4,331
+218
+5% +$41.9K 0.08% 228
2025
Q3 		$779K Buy
4,113
+112
+3% +$20.5K 0.08% 242
2025
Q2 		$706K Buy
4,001
+198
+5% +$34.2K 0.08% 251
2025
Q1 		$650K Sell
3,803
-215
-5% -$36.3K 0.08% 247
2024
Q4 		$657K Sell
4,018
-142
-3% -$24.3K 0.08% 243
2024
Q3 		$724K Buy
4,160
+150
+4% +$24.1K 0.09% 231
2024
Q2 		$593K Buy
+4,010
New +$598K 0.08% 249
2023
Q3 		– Sell
-3,173
Closed -$451K – 478
2023
Q2 		$451K Buy
3,173
+1,542
+95% +$226K 0.08% 283
2023
Q1 		$241K Sell
1,631
-2,128
-57% -$315K 0.05% 396
2022
Q4 		$576K Sell
3,759
-289
-7% -$42.8K 0.12% 235
2022
Q3 		$576K Sell
4,048
-756
-16% -$121K 0.13% 207
2022
Q2 		$732K Sell
4,804
-194
-4% -$30.5K 0.14% 178
2022
Q1 		$809K Buy
4,998
+421
+9% +$63.7K 0.13% 195
2021
Q4 		$716K Sell
4,577
-194
-4% -$28.6K 0.12% 212
2021
Q3 		$664K Buy
4,771
+863
+22% +$126K 0.12% 215
2021
Q2 		$542K Buy
+3,908
New +$560K 0.1% 260
2020
Q4 		– Sell
-4,908
Closed -$634K – 457
2020
Q3 		$634K Sell
4,908
-196
-4% -$25.4K 0.14% 186
2020
Q2 		$631K Sell
5,104
-431
-8% -$54.6K 0.15% 183
2020
Q1 		$675K Sell
5,535
-906
-14% -$127K 0.21% 136
2019
Q4 		$920K Sell
6,441
-209
-3% -$29.4K 0.21% 137
2019
Q3 		$955K Sell
6,650
-2,208
-25% -$303K 0.24% 122
2019
Q2 		$1.18M Buy
8,858
+1,496
+20% +$196K 0.26% 113
2019
Q1 		$958K Sell
7,362
-5,853
-44% -$726K 0.21% 133
2018
Q4 		$1.56M Buy
+13,215
New +$1.6M 0.64% 39
2018
Q1 		– Sell
-7,944
Closed -$926K – 397
2017
Q4 		$926K Buy
7,944
+549
+7% +$66.3K 0.21% 144
2017
Q3 		$864K Sell
7,395
-1,476
-17% -$174K 0.28% 124
2017
Q2 		$1.01M Buy
+8,871
New +$1.02M 0.28% 111
2015
Q2 		– Sell
-2,833
Closed -$274K – 39
2015
Q1 		$274K Buy
2,833
+568
+25% +$57K 0.3% 26
2014
Q4 		$232K Sell
2,265
-83
-4% -$8.15K 0.24% 26
2014
Q3 		$214K Buy
2,348
+704
+43% +$65.1K 0.2% 28
2014
Q2 		$159K Sell
1,644
-466
-22% -$43.2K 0.14% 29
2014
Q1 		$191K Sell
2,110
-374
-15% -$32.3K 0.16% 36
2013
Q4 		$207K Buy
+2,484
New +$208K 0.15% 44

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

Institute for Wealth Management's VPU Position: Q1 2026 in Review

Institute for Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 16% in Q1 2026, buying an estimated $135K and bringing the position to 5,028 shares worth $996K. The position accounts for 0.11% of the portfolio, ranked #199.

Institute for Wealth Management first reported a position in VPU in Q4 2013 and has held it in 34 quarters since. The position peaked at $1.56M in Q4 2018. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Institute for Wealth Management held 5,028 shares of Vanguard Utilities ETF worth $996K as of Q1 2026.
  • Institute for Wealth Management bought 697 Vanguard Utilities ETF shares in Q1 2026, an estimated $135K.
  • Vanguard Utilities ETF made up 0.11% of Institute for Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Institute for Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2013 and has held it in 34 quarters since.
  • Institute for Wealth Management's Vanguard Utilities ETF position peaked at $1.56M in Q4 2018.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.