NSG
VPU

Nalls Sherbakoff Group’s Vanguard Utilities ETF VPU Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$3.33K Hold
18
– – ﹤0.01% 388
2025
Q3 		$3.41K Hold
18
– – ﹤0.01% 375
2025
Q2 		$3.18K Hold
18
– – ﹤0.01% 374
2025
Q1 		$3.08K Buy
+18
New +$3.04K ﹤0.01% 361
2023
Q4 		$2.47K Sell
18
-21
-54% -$2.77K ﹤0.01% 345
2023
Q3 		$5.02K Hold
39
– – ﹤0.01% 298
2023
Q2 		$5.56K Hold
39
– – 0.01% 294
2023
Q1 		$5.76K Buy
+39
New +$5.77K 0.01% 294
2018
Q4 		$76K Buy
+642
New +$77.7K 0.12% 100

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
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return