Proficio Capital Partners’s Vanguard Utilities ETF VPU Stock Holding History

Proficio Capital 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	–	Sell	-32,345	Closed	-$5.99M	–	274
2025 Q4	$5.99M	Buy	32,345 +13,390	+71%	+$2.57M	0.42%	44
2025 Q3	$3.59M	Sell	18,955 -126	-0.7%	-$23.1K	0.25%	60
2025 Q2	$3.37M	Sell	19,081 -14	-0.1%	-$2.42K	0.21%	79
2025 Q1	$3.27M	Hold	19,095	–	–	0.25%	66
2024 Q4	$3.12M	Hold	19,095	–	–	0.25%	58
2024 Q3	$3.32M	Buy	19,095 +140	+0.7%	+$22.5K	0.33%	54
2024 Q2	$2.8M	Hold	18,955	–	–	0.29%	58
2024 Q1	$2.7M	Buy	18,955 +1,515	+9%	+$205K	0.3%	62
2023 Q4	$2.39M	Buy	+17,440	New	+$2.3M	0.3%	50

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Proficio Capital Partners's VPU Position: Q1 2026 in Review

Proficio Capital Partners sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 32,345 shares — an estimated $5.99M sold.

Proficio Capital Partners first reported a position in VPU in Q4 2023 and held it in 9 quarters. The position peaked at $5.99M in Q4 2025. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Proficio Capital Partners reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Proficio Capital Partners sold 32,345 Vanguard Utilities ETF shares in Q1 2026, an estimated $5.99M.
Proficio Capital Partners first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 9 quarters.
Proficio Capital Partners's Vanguard Utilities ETF position peaked at $5.99M in Q4 2025.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.