IECM
VPU

Intrinsic Edge Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Intrinsic Edge Capital 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 		– Sell
-10,000
Closed -$1.85M – 138
2025
Q4 		$1.85M Hold
10,000
– – 0.33% 69
2025
Q3 		$1.89M Buy
+10,000
New +$1.83M 0.26% 87

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

Intrinsic Edge Capital Management's VPU Position: Q1 2026 in Review

Intrinsic Edge Capital Management sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 10,000 shares — an estimated $1.85M sold.

Intrinsic Edge Capital Management first reported a position in VPU in Q3 2025 and held it in 2 quarters. The position peaked at $1.89M in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Intrinsic Edge Capital Management reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 10,000 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.85M.
  • Intrinsic Edge Capital Management first reported a position in Vanguard Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Vanguard Utilities ETF position peaked at $1.89M in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.