MPCL
VPU

My Personal CFO LLC’s Vanguard Utilities ETF VPU Stock Holding History

My Personal CFO LLC’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
2025
Q1 		– Sell
-1,329
Closed -$217K – 90
2024
Q4 		$217K Hold
1,329
– – 0.11% 87
2024
Q3 		$231K Sell
1,329
-3,189
-71% -$513K 0.13% 83
2024
Q2 		$668K Sell
4,518
-148
-3% -$22.1K 0.36% 52
2024
Q1 		$665K Buy
4,666
+642
+16% +$86.8K 0.38% 53
2023
Q4 		$552K Buy
4,024
+406
+11% +$53.6K 0.36% 57
2023
Q3 		$461K Buy
3,618
+353
+11% +$49.4K 0.37% 53
2023
Q2 		$464K Buy
3,265
+1,685
+107% +$247K 0.36% 53
2023
Q1 		$233K Buy
1,580
+40
+3% +$5.92K 0.2% 68
2022
Q4 		$236K Buy
+1,540
New +$228K 0.22% 62

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

My Personal CFO LLC's VPU Position: Q1 2025 in Review

My Personal CFO LLC sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 1,329 shares — an estimated $217K sold.

My Personal CFO LLC first reported a position in VPU in Q4 2022 and held it in 9 quarters. The position peaked at $668K in Q2 2024. 601 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • My Personal CFO LLC reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 1,329 Vanguard Utilities ETF shares in Q1 2025, an estimated $217K.
  • My Personal CFO LLC first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 9 quarters.
  • My Personal CFO LLC's Vanguard Utilities ETF position peaked at $668K in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on My Personal CFO LLC's 13F filing for Q1 2025, filed 24 Apr 2025.