MidAtlantic Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

MidAtlantic Capital Management’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	–	Sell	-777	Closed	-$144K	–	225
2025 Q4	$144K	Buy	+777	New	+$149K	0.09%	102
2025 Q1	–	Sell	-777	Closed	-$127K	–	229
2024 Q4	$127K	Hold	777	–	–	0.09%	98
2024 Q3	$135K	Hold	777	–	–	0.1%	96
2024 Q2	$115K	Hold	777	–	–	0.1%	94
2024 Q1	$111K	Hold	777	–	–	0.1%	98
2023 Q4	$107K	Buy	+777	New	+$103K	0.1%	94

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

MidAtlantic Capital Management's VPU Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 777 shares — an estimated $144K sold.

MidAtlantic Capital Management first reported a position in VPU in Q4 2023 and held it in 6 quarters. The position peaked at $144K in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

MidAtlantic Capital Management reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 777 Vanguard Utilities ETF shares in Q1 2026, an estimated $144K.
MidAtlantic Capital Management first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 6 quarters.
MidAtlantic Capital Management's Vanguard Utilities ETF position peaked at $144K in Q4 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.