LWANC
VPU

Laurel Wealth Advisors (North Carolina)’s Vanguard Utilities ETF VPU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,450
Closed -$268K – 649
2025
Q4 		$268K Buy
+1,450
New +$278K 0.04% 172
2025
Q3 		– Sell
-1,450
Closed -$256K – 187
2025
Q2 		$256K Buy
1,450
+800
+123% +$138K 0.04% 174
2025
Q1 		$111K Hold
650
– – 0.02% 231
2024
Q4 		$106K Hold
650
– – 0.02% 227
2024
Q3 		$113K Hold
650
– – 0.02% 224
2024
Q2 		$96.1K Hold
650
– – 0.02% 228
2024
Q1 		$92.7K Hold
650
– – 0.02% 244
2023
Q4 		$89.1K Hold
650
– – 0.02% 238
2023
Q3 		$82.9K Hold
650
– – 0.02% 237
2023
Q2 		$92.4K Hold
650
– – 0.02% 233
2023
Q1 		$95.9K Hold
650
– – 0.02% 229
2022
Q4 		$99.7K Hold
650
– – 0.02% 205
2022
Q3 		$92K Hold
650
– – 0.02% 206
2022
Q2 		$99K Hold
650
– – 0.02% 205
2022
Q1 		$105K Hold
650
– – 0.02% 215
2021
Q4 		$102K Hold
650
– – 0.02% 211
2021
Q3 		$90K Buy
650
+400
+160% +$58.4K 0.02% 217
2021
Q2 		$35K Hold
250
– – 0.01% 307
2021
Q1 		$35K Hold
250
– – 0.01% 299
2020
Q4 		$34K Buy
250
+200
+400% +$27.6K 0.01% 292
2020
Q3 		$6K Hold
50
– – ﹤0.01% 419
2020
Q2 		$6K Hold
50
– – ﹤0.01% 407
2020
Q1 		$6K Hold
50
– – ﹤0.01% 406
2019
Q4 		$7K Hold
50
– – ﹤0.01% 421
2019
Q3 		$7K Hold
50
– – ﹤0.01% 410
2019
Q2 		$7K Hold
50
– – ﹤0.01% 409
2019
Q1 		$6K Hold
50
– – ﹤0.01% 401
2018
Q4 		$6K Buy
+50
New +$6.05K ﹤0.01% 399

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

Laurel Wealth Advisors (North Carolina)'s VPU Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,450 shares — an estimated $268K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in VPU in Q4 2018 and held it in 28 quarters. The position peaked at $268K in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,450 Vanguard Utilities ETF shares in Q1 2026, an estimated $268K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 28 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Vanguard Utilities ETF position peaked at $268K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.