LWL
VPU

Leo Wealth LLC’s Vanguard Utilities ETF VPU Stock Holding History

Leo Wealth LLC’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 		$208K Buy
+1,050
New +$204K 0.02% 424

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leo Wealth LLC's VPU Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 1,050 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #424 among its holdings.

675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Leo Wealth LLC held 1,050 shares of Vanguard Utilities ETF worth $208K as of Q1 2026.
  • Vanguard Utilities ETF was a new Leo Wealth LLC position in Q1 2026.
  • Vanguard Utilities ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #424 holding.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.