Matthew Hamilton Rosenberg’s Vanguard Utilities ETF VPU Stock Holding History

Matthew Hamilton Rosenberg’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	$49.1K	Hold	248	–	–	0.01%	424
2025 Q4	$45.9K	Hold	248	–	–	0.01%	440
2025 Q3	$47K	Hold	248	–	–	0.01%	434
2025 Q2	$43.8K	Hold	248	–	–	0.01%	459
2025 Q1	$42.4K	Hold	248	–	–	0.01%	449
2024 Q4	$40.5K	Hold	248	–	–	0.01%	451
2024 Q3	$43.2K	Sell	248 -60	-19%	-$9.64K	0.01%	450
2024 Q2	$45.2K	Buy	+308	New	+$45.9K	0.01%	433
2023 Q2	–	Sell	-4	Closed	-$590	–	1000
2023 Q1	$590	Hold	4	–	–	﹤0.01%	861
2022 Q4	$613	Hold	4	–	–	﹤0.01%	854
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	842
2022 Q2	$1K	Sell	4 -2	-33%	-$315	﹤0.01%	786
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	742
2021 Q4	$1K	Buy	+6	New	+$885	﹤0.01%	717

Other funds holding VPU

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 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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return