NRI
VPU

NFP Retirement Inc’s Vanguard Utilities ETF VPU Stock Holding History

NFP Retirement Inc’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 		$1.02M Buy
5,127
+275
+6% +$53.4K 0.06% 139
2025
Q4 		$898K Buy
4,852
+244
+5% +$46.8K 0.05% 142
2025
Q3 		$873K Sell
4,608
-218
-5% -$39.9K 0.06% 145
2025
Q2 		$852K Buy
4,826
+60
+1% +$10.3K 0.06% 149
2025
Q1 		$814K Sell
4,766
-34
-0.7% -$5.74K 0.06% 136
2024
Q4 		$784K Buy
4,800
+254
+6% +$43.5K 0.06% 143
2024
Q3 		$791K Sell
4,546
-26
-0.6% -$4.18K 0.06% 138
2024
Q2 		$676K Buy
4,572
+64
+1% +$9.54K 0.06% 151
2024
Q1 		$643K Sell
4,508
-476
-10% -$64.3K 0.06% 153
2023
Q4 		$683K Buy
4,984
+221
+5% +$29.2K 0.12% 121
2023
Q3 		$607K Buy
4,763
+56
+1% +$7.83K 0.12% 130
2023
Q2 		$669K Sell
4,707
-123
-3% -$18K 0.12% 122
2023
Q1 		$713K Buy
4,830
+57
+1% +$8.44K 0.14% 121
2022
Q4 		$732K Buy
4,773
+135
+3% +$20K 0.16% 110
2022
Q3 		$660K Sell
4,638
-666
-13% -$106K 0.16% 111
2022
Q2 		$808K Buy
5,304
+185
+4% +$29.1K 0.2% 93
2022
Q1 		$829K Buy
5,119
+495
+11% +$74.8K 0.2% 91
2021
Q4 		$723K Buy
4,624
+622
+16% +$91.7K 0.26% 63
2021
Q3 		$557K Buy
4,002
+457
+13% +$66.7K 0.23% 75
2021
Q2 		$492K Buy
3,545
+228
+7% +$32.7K 0.19% 85
2021
Q1 		$466K Buy
3,317
+4
+0.1% +$545 0.2% 76
2020
Q4 		$455K Sell
3,313
-287
-8% -$39.6K 0.28% 67
2020
Q3 		$465K Buy
3,600
+192
+6% +$24.8K 0.31% 63
2020
Q2 		$421K Sell
3,408
-50
-1% -$6.33K 0.31% 59
2020
Q1 		$421K Buy
3,458
+94
+3% +$13.2K 0.41% 49
2019
Q4 		$478K Buy
+3,364
New +$473K 0.44% 48

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 $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 $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NFP Retirement Inc's VPU Position: Q1 2026 in Review

NFP Retirement Inc increased its Vanguard Utilities ETF (VPU) stake by 5.7% in Q1 2026, buying an estimated $53.4K and bringing the position to 5,127 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #139.

NFP Retirement Inc first reported a position in VPU in Q4 2019 and has held it in 26 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • NFP Retirement Inc held 5,127 shares of Vanguard Utilities ETF worth $1.02M as of Q1 2026.
  • NFP Retirement Inc bought 275 Vanguard Utilities ETF shares in Q1 2026, an estimated $53.4K.
  • Vanguard Utilities ETF made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #139 holding.
  • NFP Retirement Inc first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 26 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.