Panoramic Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Panoramic Investment Advisors’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	$318K	Sell	1,607 -47	-3%	-$9.13K	0.17%	97
2025 Q4	$306K	Buy	1,654 +9	+0.5%	+$1.73K	0.17%	93
2025 Q3	$312K	Buy	1,645 +8	+0.5%	+$1.47K	0.18%	89
2025 Q2	$289K	Buy	1,637 +9	+0.6%	+$1.55K	0.18%	92
2025 Q1	$278K	Buy	1,628 +9	+0.6%	+$1.52K	0.19%	92
2024 Q4	$265K	Buy	1,619 +18	+1%	+$3.08K	0.17%	98
2024 Q3	$279K	Buy	+1,601	New	+$257K	0.19%	94
2024 Q1	$264K	Sell	1,852 -352	-16%	-$47.6K	0.19%	93
2023 Q4	$302K	Sell	2,204 -665	-23%	-$87.8K	0.26%	78
2023 Q3	$366K	Buy	+2,869	New	+$401K	0.34%	65
2022 Q4	$435K	Buy	+2,838	New	+$421K	0.45%	53

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

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 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

Panoramic Investment Advisors's VPU Position: Q1 2026 in Review

Panoramic Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 2.8% in Q1 2026, selling an estimated $9.13K and leaving 1,607 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #97.

Panoramic Investment Advisors first reported a position in VPU in Q4 2022 and has held it in 11 quarters since. The position peaked at $435K in Q4 2022. 671 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Panoramic Investment Advisors held 1,607 shares of Vanguard Utilities ETF worth $318K as of Q1 2026.
Panoramic Investment Advisors sold 47 Vanguard Utilities ETF shares in Q1 2026, an estimated $9.13K.
Vanguard Utilities ETF made up 0.17% of Panoramic Investment Advisors's portfolio in Q1 2026, its #97 holding.
Panoramic Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's Vanguard Utilities ETF position peaked at $435K in Q4 2022.
671 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.