MWM
VPU

Mission Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Mission Wealth 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 		$581K Hold
2,931
– – 0.01% 449
2025
Q4 		$542K Buy
2,931
+26
+0.9% +$4.99K 0.01% 472
2025
Q3 		$550K Buy
2,905
+27
+0.9% +$4.95K 0.01% 468
2025
Q2 		$508K Buy
2,878
+307
+12% +$53K 0.01% 474
2025
Q1 		$439K Buy
2,571
+16
+0.6% +$2.7K 0.01% 491
2024
Q4 		$418K Sell
2,555
-63
-2% -$10.8K 0.01% 472
2024
Q3 		$456K Sell
2,618
-440
-14% -$70.7K 0.01% 451
2024
Q2 		$452K Buy
3,058
+281
+10% +$41.9K 0.01% 433
2024
Q1 		$396K Buy
2,777
+66
+2% +$8.92K 0.01% 487
2023
Q4 		$372K Sell
2,711
-659
-20% -$87K 0.01% 435
2023
Q3 		$430K Buy
3,370
+75
+2% +$10.5K 0.02% 371
2023
Q2 		$468K Sell
3,295
-85
-3% -$12.5K 0.02% 354
2023
Q1 		$499K Buy
3,380
+645
+24% +$95.5K 0.02% 337
2022
Q4 		$419K Buy
2,735
+837
+44% +$124K 0.02% 355
2022
Q3 		$270K Sell
1,898
-542
-22% -$86.4K 0.01% 417
2022
Q2 		$372K Buy
2,440
+445
+22% +$70K 0.02% 359
2022
Q1 		$323K Sell
1,995
-51
-2% -$7.71K 0.01% 402
2021
Q4 		$320K Sell
2,046
-102
-5% -$15K 0.01% 420
2021
Q3 		$299K Hold
2,148
– – 0.02% 408
2021
Q2 		$298K Buy
2,148
+329
+18% +$47.1K 0.02% 398
2021
Q1 		$256K Buy
+1,819
New +$248K 0.01% 392

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

Mission Wealth Management's VPU Position: Q1 2026 in Review

Mission Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,931 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #449.

Mission Wealth Management first reported a position in VPU in Q1 2021 and has held it in 21 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Mission Wealth Management held 2,931 shares of Vanguard Utilities ETF worth $581K as of Q1 2026.
  • Mission Wealth Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #449 holding.
  • Mission Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 21 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.