LDB
VPU

Lee, Danner & Bass’s Vanguard Utilities ETF VPU Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-299
Closed -$48.9K – 693
2024
Q4 		$48.9K Buy
+299
New +$51.2K ﹤0.01% 353

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lee, Danner & Bass's VPU Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 299 shares — an estimated $48.9K sold.

Lee, Danner & Bass first reported a position in VPU in Q4 2024 and held it in 1 quarter. The position peaked at $48.9K in Q4 2024. 601 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 299 Vanguard Utilities ETF shares in Q1 2025, an estimated $48.9K.
  • Lee, Danner & Bass first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Utilities ETF position peaked at $48.9K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.