Jaffetilchin Investment Partners’s Vanguard Utilities ETF VPU Stock Holding History

Jaffetilchin Investment Partners’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	$303K	Hold	1,531	–	–	0.02%	359
2025 Q4	$283K	Buy	1,531 +1	+0.1%	+$192	0.02%	371
2025 Q3	$290K	Buy	1,530 +1	+0.1%	+$183	0.02%	362
2025 Q2	$270K	Buy	1,529 +1	+0.1%	+$172	0.02%	361
2025 Q1	$261K	Hold	1,528	–	–	0.02%	349
2024 Q4	$250K	Buy	1,528 +2	+0.1%	+$342	0.02%	338
2024 Q3	$266K	Buy	1,526 +1	+0.1%	+$161	0.02%	314
2024 Q2	$226K	Hold	1,525	–	–	0.02%	321
2024 Q1	$217K	Buy	1,525 +1	+0.1%	+$135	0.02%	338
2023 Q4	$209K	Buy	+1,524	New	+$201K	0.02%	325
2023 Q3	–	Sell	-1,461	Closed	-$208K	–	381
2023 Q2	$208K	Hold	1,461	–	–	0.02%	339
2023 Q1	$216K	Buy	1,461 +1	+0.1%	+$148	0.02%	330
2022 Q4	$224K	Buy	1,460 +1	+0.1%	+$148	0.03%	322
2022 Q3	$208K	Hold	1,459	–	–	0.03%	294
2022 Q2	$222K	Buy	+1,459	New	+$230K	0.03%	289

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

Jaffetilchin Investment Partners's VPU Position: Q1 2026 in Review

Jaffetilchin Investment Partners held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,531 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #359.

Jaffetilchin Investment Partners first reported a position in VPU in Q2 2022 and has held it in 15 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Jaffetilchin Investment Partners held 1,531 shares of Vanguard Utilities ETF worth $303K as of Q1 2026.
Jaffetilchin Investment Partners left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #359 holding.
Jaffetilchin Investment Partners first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 15 quarters since.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.