Level Four Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Level Four Advisory Services’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	$404K	Buy	2,038 +139	+7%	+$27K	0.01%	638
2025 Q4	$351K	Buy	1,899 +317	+20%	+$60.9K	0.01%	648
2025 Q3	$300K	Buy	1,582 +412	+35%	+$75.5K	0.01%	668
2025 Q2	$207K	Sell	1,170 -64	-5%	-$11K	0.01%	746
2025 Q1	$211K	Buy	+1,234	New	+$208K	0.01%	711
2020 Q4	–	Sell	-4,646	Closed	-$600K	–	615
2020 Q3	$600K	Sell	4,646 -1,431	-24%	-$185K	0.05%	318
2020 Q2	$751K	Sell	6,077 -282	-4%	-$35.7K	0.06%	299
2020 Q1	$775K	Sell	6,359 -28,831	-82%	-$4.05M	0.09%	244
2019 Q4	$5.03M	Sell	35,190 -1,859	-5%	-$261K	0.2%	141
2019 Q3	$5.32M	Buy	37,049 +2,513	+7%	+$345K	0.55%	34
2019 Q2	$4.59M	Buy	34,536 +4,216	+14%	+$551K	0.46%	45
2019 Q1	$3.93M	Buy	30,320 +7,571	+33%	+$939K	0.43%	54
2018 Q4	$2.68M	Buy	+22,749	New	+$2.75M	0.33%	75

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 $374B AUM 17.66% 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

Level Four Advisory Services's VPU Position: Q1 2026 in Review

Level Four Advisory Services increased its Vanguard Utilities ETF (VPU) stake by 7.3% in Q1 2026, buying an estimated $27K and bringing the position to 2,038 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #638.

Level Four Advisory Services first reported a position in VPU in Q4 2018 and has held it in 13 quarters since. The position peaked at $5.32M in Q3 2019. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Level Four Advisory Services held 2,038 shares of Vanguard Utilities ETF worth $404K as of Q1 2026.
Level Four Advisory Services bought 139 Vanguard Utilities ETF shares in Q1 2026, an estimated $27K.
Vanguard Utilities ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #638 holding.
Level Four Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 13 quarters since.
Level Four Advisory Services's Vanguard Utilities ETF position peaked at $5.32M in Q3 2019.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.