LIM
VPU

Leavell Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Leavell Investment 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 		$331K Sell
1,668
-69
-4% -$13.4K 0.01% 494
2025
Q4 		$321K Sell
1,737
-339
-16% -$65.1K 0.01% 484
2025
Q3 		$393K Sell
2,076
-46
-2% -$8.43K 0.02% 460
2025
Q2 		$375K Sell
2,122
-86
-4% -$14.8K 0.02% 458
2025
Q1 		$377K Sell
2,208
-292
-12% -$49.3K 0.02% 432
2024
Q4 		$409K Sell
2,500
-1,893
-43% -$324K 0.02% 409
2024
Q3 		$771K Buy
4,393
+328
+8% +$52.7K 0.04% 324
2024
Q2 		$606K Buy
4,065
+460
+13% +$68.5K 0.03% 332
2024
Q1 		$514K Sell
3,605
-804
-18% -$109K 0.03% 347
2023
Q4 		$604K Sell
4,409
-113
-2% -$14.9K 0.04% 309
2023
Q3 		$582K Buy
4,522
+187
+4% +$26.2K 0.04% 315
2023
Q2 		$621K Sell
4,335
-252
-5% -$36.9K 0.04% 303
2023
Q1 		$677K Sell
4,587
-652
-12% -$96.5K 0.05% 292
2022
Q4 		$803K Sell
5,239
-93
-2% -$13.8K 0.06% 265
2022
Q3 		$765K Buy
5,332
+2,432
+84% +$388K 0.06% 261
2022
Q2 		$442K Buy
2,900
+960
+49% +$151K 0.03% 316
2022
Q1 		$314K Buy
1,940
+94
+5% +$14.2K 0.02% 361
2021
Q4 		$289K Hold
1,846
– – 0.02% 383
2021
Q3 		$259K Buy
1,846
+131
+8% +$19.1K 0.02% 369
2021
Q2 		$241K Hold
1,715
– – 0.02% 360
2021
Q1 		$241K Buy
1,715
+50
+3% +$6.81K 0.02% 360
2020
Q4 		$228K Hold
1,665
– – 0.02% 353
2020
Q3 		$215K Hold
1,665
– – 0.02% 354
2020
Q2 		$206K Sell
1,665
-135
-8% -$17.1K 0.02% 351
2020
Q1 		$219K Sell
1,800
-90
-5% -$12.7K 0.03% 329
2019
Q4 		$270K Hold
1,890
– – 0.03% 342
2019
Q3 		$274K Buy
1,890
+90
+5% +$12.3K 0.03% 332
2019
Q2 		$239K Buy
+1,800
New +$235K 0.03% 351
2018
Q2 		– Sell
-2,150
Closed -$240K – 378
2018
Q1 		$240K Buy
2,150
+270
+14% +$29.8K 0.03% 342
2017
Q4 		$219K Hold
1,880
– – 0.03% 356
2017
Q3 		$220K Sell
1,880
-500
-21% -$59.1K 0.03% 345
2017
Q2 		$272K Hold
2,380
– – 0.03% 331
2017
Q1 		$268K Hold
2,380
– – 0.03% 324
2016
Q4 		$255K Sell
2,380
-550
-19% -$57.6K 0.04% 329
2016
Q3 		$313K Hold
2,930
– – 0.05% 298
2016
Q2 		$335K Hold
2,930
– – 0.05% 294
2016
Q1 		$315K Buy
+2,930
New +$293K 0.05% 293
2014
Q2 		– Sell
-6,250
Closed -$566K – 406
2014
Q1 		$566K Hold
6,250
– – 0.09% 208
2013
Q4 		$520K Sell
6,250
-3,400
-35% -$284K 0.09% 216
2013
Q3 		$788K Buy
9,650
+200
+2% +$16.6K 0.14% 165
2013
Q2 		$777K Buy
+9,450
New +$804K 0.14% 165

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

Leavell Investment Management's VPU Position: Q1 2026 in Review

Leavell Investment Management reduced its Vanguard Utilities ETF (VPU) stake by 4% in Q1 2026, selling an estimated $13.4K and leaving 1,668 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #494.

Leavell Investment Management first reported a position in VPU in Q2 2013 and has held it in 41 quarters since. The position peaked at $803K in Q4 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Leavell Investment Management held 1,668 shares of Vanguard Utilities ETF worth $331K as of Q1 2026.
  • Leavell Investment Management sold 69 Vanguard Utilities ETF shares in Q1 2026, an estimated $13.4K.
  • Vanguard Utilities ETF made up 0.01% of Leavell Investment Management's portfolio in Q1 2026, its #494 holding.
  • Leavell Investment Management first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 41 quarters since.
  • Leavell Investment Management's Vanguard Utilities ETF position peaked at $803K in Q4 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Leavell Investment Management's 13F filing for Q1 2026, filed 12 May 2026.