Peachtree Investment Partners’s Vanguard Utilities ETF VPU Stock Holding History

Peachtree Investment 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
2026 Q1	$5.97K	Hold	30	–	–	﹤0.01%	124
2025 Q4	$5.55K	Sell	30 -20	-40%	-$3.84K	﹤0.01%	123
2025 Q3	$9.47K	Sell	50 -30	-38%	-$5.5K	﹤0.01%	120
2025 Q2	$14.1K	Sell	80 -20	-20%	-$3.45K	0.01%	112
2025 Q1	$17.1K	Sell	100 -30	-23%	-$5.07K	0.01%	107
2024 Q4	$21.2K	Sell	130 -480	-79%	-$82.1K	0.01%	91
2024 Q3	$106K	Buy	+610	New	+$98.1K	0.04%	89
2021 Q1	–	Sell	-1	Closed	–	–	105
2020 Q4	$0	Buy	+1	New	+$138	﹤0.01%	100
2019 Q4	–	Sell	-6,153	Closed	-$884K	–	85
2019 Q3	$884K	Buy	+6,153	New	+$844K	0.7%	30

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

Peachtree Investment Partners's VPU Position: Q1 2026 in Review

Peachtree Investment Partners held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 30 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #124.

Peachtree Investment Partners first reported a position in VPU in Q3 2019 and has held it in 9 quarters since. The position peaked at $884K in Q3 2019. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Peachtree Investment Partners held 30 shares of Vanguard Utilities ETF worth $5.97K as of Q1 2026.
Peachtree Investment Partners left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #124 holding.
Peachtree Investment Partners first reported a position in Vanguard Utilities ETF in Q3 2019 and has held it in 9 quarters since.
Peachtree Investment Partners's Vanguard Utilities ETF position peaked at $884K in Q3 2019.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.