MWP
VPU

Madison Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Madison Wealth Partners’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 		$225K Buy
1,136
+6
+0.5% +$1.17K 0.04% 197
2025
Q4 		$209K Buy
1,130
+8
+0.7% +$1.54K 0.04% 190
2025
Q3 		$213K Buy
+1,122
New +$206K 0.04% 171

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 $424B AUM 22.94% 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

Madison Wealth Partners's VPU Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard Utilities ETF (VPU) stake by 0.53% in Q1 2026, buying an estimated $1.17K and bringing the position to 1,136 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #197.

Madison Wealth Partners first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Madison Wealth Partners held 1,136 shares of Vanguard Utilities ETF worth $225K as of Q1 2026.
  • Madison Wealth Partners bought 6 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.17K.
  • Vanguard Utilities ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #197 holding.
  • Madison Wealth Partners first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.