Lynx Investment Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Lynx Investment Advisory’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	$258K	Buy	+1,300	New	+$253K	0.12%	156

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

Lynx Investment Advisory's VPU Position: Q1 2026 in Review

Lynx Investment Advisory opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 1,300 shares worth $258K. The stake represents 0.12% of the portfolio and ranks #156 among its holdings.

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

Lynx Investment Advisory held 1,300 shares of Vanguard Utilities ETF worth $258K as of Q1 2026.
Vanguard Utilities ETF was a new Lynx Investment Advisory position in Q1 2026.
Vanguard Utilities ETF made up 0.12% of Lynx Investment Advisory's portfolio in Q1 2026, its #156 holding.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.