New Millennium Group’s Vanguard Utilities ETF VPU Stock Holding History

New Millennium 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	$8K	Sell	43 -1	-2%	-$192	﹤0.01%	218
2025 Q3	$8.43K	Hold	44	–	–	﹤0.01%	230
2025 Q2	$7.81K	Hold	44	–	–	﹤0.01%	214
2025 Q1	$7.51K	Hold	44	–	–	﹤0.01%	229
2024 Q4	$7.14K	Buy	44 +1	+2%	+$171	﹤0.01%	263
2024 Q3	$7.51K	Hold	43	–	–	﹤0.01%	206
2024 Q2	$6.34K	Buy	+43	New	+$6.41K	﹤0.01%	217
2024 Q1	–	Sell	-152	Closed	-$20.8K	–	400
2023 Q4	$20.8K	Sell	152 -6	-4%	-$792	0.02%	157
2023 Q3	$20.1K	Hold	158	–	–	0.02%	135
2023 Q2	$22.4K	Sell	158 -197	-55%	-$28.9K	0.02%	126
2023 Q1	$52.3K	Buy	355 +2	+0.6%	+$296	0.05%	92
2022 Q4	$54.2K	Buy	353 +23	+7%	+$3.41K	0.06%	93
2022 Q3	$47K	Sell	330 -52	-14%	-$8.29K	0.05%	97
2022 Q2	$58K	Buy	+382	New	+$60.1K	0.06%	88

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

New Millennium Group's VPU Position: Q4 2025 in Review

New Millennium Group reduced its Vanguard Utilities ETF (VPU) stake by 2.3% in Q4 2025, selling an estimated $192 and leaving 43 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

New Millennium Group first reported a position in VPU in Q2 2022 and has held it in 14 quarters since. The position peaked at $58K in Q2 2022. 663 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

New Millennium Group held 43 shares of Vanguard Utilities ETF worth $8K as of Q4 2025.
New Millennium Group sold 1 Vanguard Utilities ETF share in Q4 2025, an estimated $192.
Vanguard Utilities ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #218 holding.
New Millennium Group first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's Vanguard Utilities ETF position peaked at $58K in Q2 2022.
663 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.