Moseley Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Moseley Investment 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	$242K	Hold	1,221	–	–	0.08%	137
2025 Q4	$226K	Hold	1,221	–	–	0.07%	152
2025 Q3	$231K	Hold	1,221	–	–	0.07%	159
2025 Q2	$216K	Hold	1,221	–	–	0.07%	153
2025 Q1	$209K	Sell	1,221 -10	-0.8%	-$1.69K	0.08%	148
2024 Q4	$201K	Sell	1,231 -25	-2%	-$4.28K	0.08%	146
2024 Q3	$219K	Buy	+1,256	New	+$202K	0.09%	144
2023 Q4	–	Sell	-1,666	Closed	-$212K	–	156
2023 Q3	$212K	Hold	1,666	–	–	0.13%	136
2023 Q2	$237K	Hold	1,666	–	–	0.14%	132
2023 Q1	$246K	Hold	1,666	–	–	0.16%	125
2022 Q4	$255K	Hold	1,666	–	–	0.18%	119
2022 Q3	$237K	Hold	1,666	–	–	0.17%	118
2022 Q2	$254K	Hold	1,666	–	–	0.18%	127
2022 Q1	$270K	Sell	1,666 -25	-1%	-$3.78K	0.15%	144
2021 Q4	$264K	Hold	1,691	–	–	0.12%	159
2021 Q3	$235K	Hold	1,691	–	–	0.12%	160
2021 Q2	$235K	Hold	1,691	–	–	0.12%	161
2021 Q1	$238K	Hold	1,691	–	–	0.13%	153
2020 Q4	$232K	Sell	1,691 -400	-19%	-$55.1K	0.13%	140
2020 Q3	$270K	Hold	2,091	–	–	0.19%	108
2020 Q2	$259K	Hold	2,091	–	–	0.22%	110
2020 Q1	$255K	Hold	2,091	–	–	0.3%	92
2019 Q4	$299K	Hold	2,091	–	–	0.29%	99
2019 Q3	$300K	Buy	2,091 +69	+3%	+$9.47K	0.31%	89
2019 Q2	$269K	Hold	2,022	–	–	0.25%	105
2019 Q1	$262K	Buy	+2,022	New	+$251K	0.27%	102

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moseley Investment Management's VPU Position: Q1 2026 in Review

Moseley Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,221 shares worth $242K. The position accounts for 0.08% of the portfolio, ranked #137.

Moseley Investment Management first reported a position in VPU in Q1 2019 and has held it in 26 quarters since. The position peaked at $300K in Q3 2019. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Moseley Investment Management held 1,221 shares of Vanguard Utilities ETF worth $242K as of Q1 2026.
Moseley Investment Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.08% of Moseley Investment Management's portfolio in Q1 2026, its #137 holding.
Moseley Investment Management first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 26 quarters since.
Moseley Investment Management's Vanguard Utilities ETF position peaked at $300K in Q3 2019.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.