OP
VPU

ORG Partners’s Vanguard Utilities ETF VPU Stock Holding History

ORG Partners’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 		$50.9K Hold
275
– – 0.01% 579
2025
Q3 		$52.1K Hold
275
– – 0.01% 574
2025
Q2 		$48.7K Hold
275
– – 0.01% 546
2025
Q1 		$47.1K Sell
275
-52
-16% -$8.78K 0.01% 500
2024
Q4 		$53.4K Buy
327
+52
+19% +$8.9K 0.01% 538
2024
Q3 		$47.9K Hold
275
– – 0.01% 522
2024
Q2 		$40.3K Buy
+275
New +$41K 0.01% 863
2024
Q1 		– Sell
-550
Closed -$75.4K – 1099
2023
Q4 		$75.4K Buy
550
+275
+100% +$36.3K 0.01% 450
2023
Q3 		$35.1K Hold
275
– – 0.01% 583
2023
Q2 		$39.4K Buy
+275
New +$40.3K 0.01% 718

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 $1.55T AUM 33.47% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ORG Partners's VPU Position: Q4 2025 in Review

ORG Partners held its Vanguard Utilities ETF (VPU) position steady in Q4 2025 at 275 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #579.

ORG Partners first reported a position in VPU in Q2 2023 and has held it in 10 quarters since. The position peaked at $75.4K in Q4 2023. 663 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • ORG Partners held 275 shares of Vanguard Utilities ETF worth $50.9K as of Q4 2025.
  • ORG Partners left its Vanguard Utilities ETF share count unchanged in Q4 2025.
  • Vanguard Utilities ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #579 holding.
  • ORG Partners first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's Vanguard Utilities ETF position peaked at $75.4K in Q4 2023.
  • 663 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.