ORG
VPU

Optimist Retirement Group’s Vanguard Utilities ETF VPU Stock Holding History

Optimist Retirement 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
2026
Q1 		– Sell
-1,153
Closed -$213K – 129
2025
Q4 		$213K Buy
1,153
+5
+0.4% +$960 0.1% 108
2025
Q3 		$217K Buy
1,148
+4
+0.3% +$733 0.1% 112
2025
Q2 		$202K Sell
1,144
-173
-13% -$29.8K 0.1% 115
2025
Q1 		$225K Buy
1,317
+5
+0.4% +$845 0.11% 104
2024
Q4 		$214K Buy
1,312
+11
+0.8% +$1.88K 0.1% 114
2024
Q3 		$226K Buy
+1,301
New +$209K 0.1% 112

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optimist Retirement Group's VPU Position: Q1 2026 in Review

Optimist Retirement Group sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,153 shares — an estimated $213K sold.

Optimist Retirement Group first reported a position in VPU in Q3 2024 and held it in 6 quarters. The position peaked at $226K in Q3 2024. 674 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Optimist Retirement Group reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Optimist Retirement Group sold 1,153 Vanguard Utilities ETF shares in Q1 2026, an estimated $213K.
  • Optimist Retirement Group first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 6 quarters.
  • Optimist Retirement Group's Vanguard Utilities ETF position peaked at $226K in Q3 2024.
  • 674 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.