PWG
VPU

Private Wealth Group’s Vanguard Utilities ETF VPU Stock Holding History

Private Wealth 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
2025
Q1 		– Sell
-3,595
Closed -$587K – 67
2024
Q4 		$587K Hold
3,595
– – 0.29% 42
2024
Q3 		$626K Hold
3,595
– – 0.31% 41
2024
Q2 		$532K Hold
3,595
– – 0.28% 42
2024
Q1 		$513K Hold
3,595
– – 0.27% 43
2023
Q4 		$493K Sell
3,595
-4,395
-55% -$580K 0.28% 42
2023
Q3 		$1.02M Sell
7,990
-6,072
-43% -$849K 0.67% 25
2023
Q2 		$2M Hold
14,062
– – 2.06% 11
2023
Q1 		$2.07M Hold
14,062
– – 2.85% 8
2022
Q4 		$2.16M Hold
14,062
– – 3.06% 6
2022
Q3 		$2M Sell
14,062
-7,159
-34% -$1.14M 3.13% 9
2022
Q2 		$3.23M Sell
21,221
-12,162
-36% -$1.91M 4% 8
2022
Q1 		$5.4M Buy
33,383
+1,131
+4% +$171K 3.97% 7
2021
Q4 		$5.04M Sell
32,252
-799
-2% -$118K 3.42% 7
2021
Q3 		$4.6M Buy
33,051
+2,710
+9% +$396K 3.04% 9
2021
Q2 		$4.21M Buy
30,341
+3,366
+12% +$482K 2.79% 9
2021
Q1 		$3.79M Buy
26,975
+6,456
+31% +$879K 2.71% 8
2020
Q4 		$2.82M Buy
20,519
+7,577
+59% +$1.04M 2.35% 9
2020
Q3 		$1.67M Sell
12,942
-6,225
-32% -$805K 1.36% 10
2020
Q2 		$2.37M Buy
19,167
+5,252
+38% +$665K 1.95% 5
2020
Q1 		$1.7M Buy
+13,915
New +$1.96M 1.99% 7

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Wealth Group's VPU Position: Q1 2025 in Review

Private Wealth Group sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 3,595 shares — an estimated $587K sold.

Private Wealth Group first reported a position in VPU in Q1 2020 and held it in 20 quarters. The position peaked at $5.4M in Q1 2022. 602 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Private Wealth Group reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Group sold 3,595 Vanguard Utilities ETF shares in Q1 2025, an estimated $587K.
  • Private Wealth Group first reported a position in Vanguard Utilities ETF in Q1 2020 and held it in 20 quarters.
  • Private Wealth Group's Vanguard Utilities ETF position peaked at $5.4M in Q1 2022.
  • 602 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Private Wealth Group's 13F filing for Q1 2025, filed 16 Apr 2025.