Integrated Advisors Network’s Vanguard Utilities ETF VPU Stock Holding History

Integrated Advisors Network’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	-1,107	Closed	-$205K	–	790
2025 Q4	$205K	Buy	+1,107	New	+$213K	0.01%	688
2023 Q3	–	Sell	-1,948	Closed	-$277K	–	700
2023 Q2	$277K	Sell	1,948 -20	-1%	-$2.93K	0.02%	562
2023 Q1	$290K	Sell	1,968 -30	-2%	-$4.44K	0.02%	557
2022 Q4	$306K	Hold	1,998	–	–	0.02%	507
2022 Q3	$284K	Buy	1,998 +20	+1%	+$3.19K	0.02%	519
2022 Q2	$301K	Buy	1,978 +410	+26%	+$64.5K	0.02%	529
2022 Q1	$254K	Buy	+1,568	New	+$237K	0.01%	582

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 $374B AUM 17.66% 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

Integrated Advisors Network's VPU Position: Q1 2026 in Review

Integrated Advisors Network sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,107 shares — an estimated $205K sold.

Integrated Advisors Network first reported a position in VPU in Q1 2022 and held it in 7 quarters. The position peaked at $306K in Q4 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Integrated Advisors Network reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Integrated Advisors Network sold 1,107 Vanguard Utilities ETF shares in Q1 2026, an estimated $205K.
Integrated Advisors Network first reported a position in Vanguard Utilities ETF in Q1 2022 and held it in 7 quarters.
Integrated Advisors Network's Vanguard Utilities ETF position peaked at $306K in Q4 2022.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.