MG
VPU

Mather Group’s Vanguard Utilities ETF VPU Stock Holding History

Mather Group’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 		$170K Buy
+856
New +$166K ﹤0.01% 771
2025
Q4 		– Sell
-906
Closed -$172K – 1627
2025
Q3 		$172K Buy
+906
New +$166K ﹤0.01% 664
2025
Q2 		– Sell
-982
Closed -$168K – 1697
2025
Q1 		$168K Sell
982
-174
-15% -$29.4K ﹤0.01% 642
2024
Q4 		$189K Sell
1,156
-449
-28% -$76.8K ﹤0.01% 586
2024
Q3 		$279K Sell
1,605
-560
-26% -$90K ﹤0.01% 483
2024
Q2 		$309K Buy
2,165
+300
+16% +$44.7K ﹤0.01% 523
2024
Q1 		$256K Hold
1,865
– – ﹤0.01% 473
2023
Q4 		$256K Sell
1,865
-293
-14% -$38.7K ﹤0.01% 486
2023
Q3 		$275K Sell
2,158
-70
-3% -$9.79K ﹤0.01% 457
2023
Q2 		$317K Buy
2,228
+234
+12% +$34.3K 0.01% 445
2023
Q1 		$294K Buy
1,994
+159
+9% +$23.5K 0.01% 399
2022
Q4 		$281K Sell
1,835
-70
-4% -$10.4K 0.01% 397
2022
Q3 		$271K Sell
1,905
-260
-12% -$41.4K 0.01% 392
2022
Q2 		$330K Sell
2,165
-782
-27% -$123K 0.01% 294
2022
Q1 		$477K Buy
+2,947
New +$446K 0.01% 273

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 $376B 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 $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return