MAWA
VPU

Moss Adams Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Moss Adams Wealth 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 		$5.07M Sell
25,569
-76
-0.3% -$14.8K 0.37% 25
2025
Q4 		$4.75M Hold
25,645
– – 0.34% 25
2025
Q3 		$4.86M Hold
25,645
– – 0.38% 24
2025
Q2 		$4.53M Buy
25,645
+5,282
+26% +$911K 0.41% 26
2025
Q1 		$3.48M Buy
20,363
+18,741
+1,155% +$3.17M 0.37% 24
2024
Q4 		$265K Buy
+1,622
New +$278K 0.03% 161
2023
Q4 		– Sell
-20
Closed -$2.55K – 177
2023
Q3 		$2.55K Hold
20
– – ﹤0.01% 157
2023
Q2 		$2.84K Hold
20
– – ﹤0.01% 134
2023
Q1 		$2.95K Hold
20
– – ﹤0.01% 156
2022
Q4 		$3.07K Buy
+20
New +$2.96K ﹤0.01% 159

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return