MA
VPU

MONECO Advisors’s Vanguard Utilities ETF VPU Stock Holding History

MONECO Advisors’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 		$305K Sell
1,542
-8
-0.5% -$1.55K 0.02% 399
2025
Q4 		$287K Sell
1,550
-75
-5% -$14.4K 0.02% 408
2025
Q3 		$308K Buy
1,625
+6
+0.4% +$1.1K 0.03% 394
2025
Q2 		$286K Sell
1,619
-38
-2% -$6.55K 0.03% 388
2025
Q1 		$283K Sell
1,657
-122
-7% -$20.6K 0.03% 372
2024
Q4 		$291K Sell
1,779
-183
-9% -$31.3K 0.03% 375
2024
Q3 		$341K Sell
1,962
-92
-4% -$14.8K 0.04% 322
2024
Q2 		$304K Sell
2,054
-203
-9% -$30.2K 0.04% 316
2024
Q1 		$322K Buy
2,257
+501
+29% +$67.7K 0.05% 307
2023
Q4 		$241K Buy
+1,756
New +$232K 0.05% 328

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

MONECO Advisors's VPU Position: Q1 2026 in Review

MONECO Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.52% in Q1 2026, selling an estimated $1.55K and leaving 1,542 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #399.

MONECO Advisors first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. The position peaked at $341K in Q3 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • MONECO Advisors held 1,542 shares of Vanguard Utilities ETF worth $305K as of Q1 2026.
  • MONECO Advisors sold 8 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.55K.
  • Vanguard Utilities ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #399 holding.
  • MONECO Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
  • MONECO Advisors's Vanguard Utilities ETF position peaked at $341K in Q3 2024.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.