Northwestern Mutual Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Northwestern Mutual Wealth Management’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	$141M	Buy	713,108 +34,009	+5%	+$6.61M	0.09%	118
2025 Q4	$126M	Buy	679,099 +20,615	+3%	+$3.96M	0.08%	124
2025 Q3	$125M	Buy	658,484 +12,760	+2%	+$2.34M	0.08%	119
2025 Q2	$114M	Buy	645,724 +34,674	+6%	+$5.98M	0.08%	118
2025 Q1	$104M	Buy	611,050 +46,436	+8%	+$7.84M	0.09%	108
2024 Q4	$92.3M	Buy	564,614 +21,834	+4%	+$3.74M	0.08%	117
2024 Q3	$94.5M	Sell	542,780 -515,554	-49%	-$82.9M	0.08%	112
2024 Q2	$157M	Buy	1,058,334 +545,178	+106%	+$81.2M	0.15%	64
2024 Q1	$73.2M	Buy	513,156 +126,171	+33%	+$17.1M	0.08%	125
2023 Q4	$53M	Buy	386,985 +10,286	+3%	+$1.36M	0.06%	161
2023 Q3	$48M	Buy	376,699 +1,913	+0.5%	+$268K	0.06%	148
2023 Q2	$53.3M	Buy	374,786 +3,194	+0.9%	+$468K	0.07%	141
2023 Q1	$54.8M	Sell	371,592 -67,060	-15%	-$9.93M	0.08%	134
2022 Q4	$67.3M	Buy	438,652 +80,830	+23%	+$12M	0.1%	100
2022 Q3	$50.9M	Buy	357,822 +14,214	+4%	+$2.27M	0.09%	114
2022 Q2	$52.4M	Buy	343,608 +62,541	+22%	+$9.84M	0.09%	113
2022 Q1	$45.5M	Buy	281,067 +20,087	+8%	+$3.04M	0.07%	134
2021 Q4	$40.8M	Sell	260,980 -2,494	-0.9%	-$368K	0.07%	135
2021 Q3	$36.7M	Sell	263,474 -3,767	-1%	-$550K	0.07%	135
2021 Q2	$37.1M	Sell	267,241 -2,384	-0.9%	-$342K	0.07%	137
2021 Q1	$37.9M	Buy	269,625 +19,636	+8%	+$2.67M	0.08%	116
2020 Q4	$34.3M	Sell	249,989 -28,981	-10%	-$4M	0.08%	111
2020 Q3	$36M	Sell	278,970 -125,514	-31%	-$16.2M	0.1%	99
2020 Q2	$50M	Buy	404,484 +18,343	+5%	+$2.32M	0.15%	67
2020 Q1	$47.1M	Buy	386,141 +178,781	+86%	+$25.1M	0.18%	57
2019 Q4	$29.6M	Sell	207,360 -14,340	-6%	-$2.02M	0.1%	91
2019 Q3	$31.8M	Sell	221,700 -3,418	-2%	-$469K	0.12%	80
2019 Q2	$29.9M	Buy	225,118 +11,758	+6%	+$1.54M	0.12%	82
2019 Q1	$27.7M	Buy	213,360 +42,891	+25%	+$5.32M	0.12%	85
2018 Q4	$20.1M	Buy	170,469 +169,673	+21,316%	+$20.5M	0.1%	99
2018 Q3	$94K	Buy	796 +251	+46%	+$29.8K	﹤0.01%	1063
2018 Q2	$63K	Sell	545 -187	-26%	-$21K	﹤0.01%	1152
2018 Q1	$82K	Sell	732 -312	-30%	-$34.4K	﹤0.01%	1021
2017 Q4	$122K	Buy	1,044 +232	+29%	+$28K	﹤0.01%	870
2017 Q3	$95K	Sell	812 -272	-25%	-$32.1K	﹤0.01%	903
2017 Q2	$124K	Buy	1,084 +72	+7%	+$8.3K	﹤0.01%	817
2017 Q1	$114K	Sell	1,012 -170	-14%	-$18.7K	﹤0.01%	793
2016 Q4	$126K	Buy	+1,182	New	+$124K	﹤0.01%	765
2016 Q3	–	Sell	-400	Closed	-$46K	–	1492
2016 Q2	$46K	Hold	400	–	–	﹤0.01%	931
2016 Q1	$43K	Sell	400 -55	-12%	-$5.5K	﹤0.01%	951
2015 Q4	$43K	Buy	455 +400	+727%	+$37.5K	﹤0.01%	823
2015 Q3	$5K	Buy	+55	New	+$5.11K	﹤0.01%	1265
2013 Q4	–	Sell	-94	Closed	-$8K	–	1587
2013 Q3	$8K	Buy	94 +82	+683%	+$6.82K	﹤0.01%	937
2013 Q2	$1K	Buy	+12	New	+$1.02K	﹤0.01%	1203

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's VPU Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 5% in Q1 2026, buying an estimated $6.61M and bringing the position to 713,108 shares worth $141M. The position accounts for 0.09% of the portfolio, ranked #118.

Northwestern Mutual Wealth Management first reported a position in VPU in Q2 2013 and has held it in 44 quarters since. The position peaked at $157M in Q2 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Northwestern Mutual Wealth Management held 713,108 shares of Vanguard Utilities ETF worth $141M as of Q1 2026.
Northwestern Mutual Wealth Management bought 34,009 Vanguard Utilities ETF shares in Q1 2026, an estimated $6.61M.
Vanguard Utilities ETF made up 0.09% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #118 holding.
Northwestern Mutual Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 44 quarters since.
Northwestern Mutual Wealth Management's Vanguard Utilities ETF position peaked at $157M in Q2 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.