ML
VPU

McAdam LLC’s Vanguard Utilities ETF VPU Stock Holding History

McAdam LLC’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 		$877K Buy
4,424
+316
+8% +$61.4K 0.04% 174
2025
Q4 		$760K Buy
4,108
+531
+15% +$102K 0.03% 184
2025
Q3 		$678K Sell
3,577
-2
-0.1% -$366 0.03% 181
2025
Q2 		$632K Buy
3,579
+39
+1% +$6.73K 0.03% 180
2025
Q1 		$605K Sell
3,540
-432
-11% -$73K 0.04% 168
2024
Q4 		$649K Buy
3,972
+23
+0.6% +$3.94K 0.04% 169
2024
Q3 		$687K Sell
3,949
-160
-4% -$25.7K 0.04% 162
2024
Q2 		$608K Sell
4,109
-89
-2% -$13.3K 0.04% 155
2024
Q1 		$598K Sell
4,198
-769
-15% -$104K 0.04% 154
2023
Q4 		$681K Sell
4,967
-1,505
-23% -$199K 0.05% 135
2023
Q3 		$825K Sell
6,472
-4,043
-38% -$565K 0.07% 122
2023
Q2 		$1.49M Sell
10,515
-1,280
-11% -$187K 0.12% 90
2023
Q1 		$1.74M Buy
11,795
+10,485
+800% +$1.55M 0.16% 86
2022
Q4 		$205K Sell
1,310
-14,792
-92% -$2.19M 0.02% 182
2022
Q3 		$2.29M Buy
16,102
+877
+6% +$140K 0.25% 65
2022
Q2 		$2.32M Buy
15,225
+12,824
+534% +$2.02M 0.25% 65
2022
Q1 		$388K Buy
2,401
+1,091
+83% +$165K 0.04% 130
2021
Q4 		$205K Buy
+1,310
New +$193K 0.02% 182
2018
Q4 		– Sell
-882
Closed -$105K – 605
2018
Q3 		$105K Hold
882
– – 0.04% 99
2018
Q2 		$102K Hold
882
– – 0.04% 99
2018
Q1 		$99K Buy
+882
New +$97.4K 0.05% 99

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 $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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return