MYIA
VPU

Mount Yale Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Mount Yale Investment 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 		– Sell
-5,386
Closed -$997K – 1132
2025
Q4 		$997K Buy
5,386
+1,603
+42% +$308K 0.05% 314
2025
Q3 		$717K Buy
+3,783
New +$693K 0.05% 344

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 $424B AUM 22.96% 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

Mount Yale Investment Advisors's VPU Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 5,386 shares — an estimated $997K sold.

Mount Yale Investment Advisors first reported a position in VPU in Q3 2025 and held it in 2 quarters. The position peaked at $997K in Q4 2025. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,386 Vanguard Utilities ETF shares in Q1 2026, an estimated $997K.
  • Mount Yale Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Vanguard Utilities ETF position peaked at $997K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.