POM Investment Strategies’s Vanguard Utilities ETF VPU Stock Holding History

POM Investment Strategies’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	-81	Closed	-$15K	–	518
2025 Q4	$15K	Hold	81	–	–	0.01%	125
2025 Q3	$15.3K	Hold	81	–	–	0.01%	97
2025 Q2	$14.3K	Hold	81	–	–	0.01%	72
2025 Q1	$13.8K	Hold	81	–	–	0.02%	88
2024 Q4	$13.2K	Hold	81	–	–	0.01%	140
2024 Q3	$14.1K	Hold	81	–	–	0.01%	119
2024 Q2	$12K	Hold	81	–	–	0.01%	169
2024 Q1	$11.5K	Hold	81	–	–	0.01%	111
2023 Q4	$11.1K	Buy	+81	New	+$10.7K	0.01%	104

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

POM Investment Strategies's VPU Position: Q1 2026 in Review

POM Investment Strategies sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 81 shares — an estimated $15K sold.

POM Investment Strategies first reported a position in VPU in Q4 2023 and held it in 9 quarters. The position peaked at $15.3K in Q3 2025. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

POM Investment Strategies reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
POM Investment Strategies sold 81 Vanguard Utilities ETF shares in Q1 2026, an estimated $15K.
POM Investment Strategies first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 9 quarters.
POM Investment Strategies's Vanguard Utilities ETF position peaked at $15.3K in Q3 2025.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.