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

Modern 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	–	Sell	-1,087	Closed	-$201K	–	950
2025 Q4	$201K	Buy	1,087 +18	+2%	+$3.46K	﹤0.01%	810
2025 Q3	$203K	Sell	1,069 -380	-26%	-$69.6K	﹤0.01%	764
2025 Q2	$256K	Sell	1,449 -129	-8%	-$22.3K	0.01%	656
2025 Q1	$270K	Sell	1,578 -53	-3%	-$8.95K	0.01%	564
2024 Q4	$266K	Buy	1,631 +22	+1%	+$3.77K	0.01%	486
2024 Q3	$280K	Sell	1,609 -30	-2%	-$4.82K	0.02%	357
2024 Q2	$242K	Sell	1,639 -25	-2%	-$3.73K	0.02%	349
2024 Q1	$237K	Buy	+1,664	New	+$225K	0.02%	270

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

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

Modern Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,087 shares — an estimated $201K sold.

Modern Wealth Management first reported a position in VPU in Q1 2024 and held it in 8 quarters. The position peaked at $280K in Q3 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Modern Wealth Management reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Modern Wealth Management sold 1,087 Vanguard Utilities ETF shares in Q1 2026, an estimated $201K.
Modern Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2024 and held it in 8 quarters.
Modern Wealth Management's Vanguard Utilities ETF position peaked at $280K in Q3 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.