Progressive Investment Management’s Vanguard Utilities ETF VPU Stock Holding History

Progressive Investment Management’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	$139K	Hold	700	–	–	0.04%	57
2025 Q4	$130K	Hold	700	–	–	0.03%	54
2025 Q3	$133K	Hold	700	–	–	0.03%	54
2025 Q2	$124K	Hold	700	–	–	0.03%	56
2025 Q1	$120K	Hold	700	–	–	0.03%	56
2024 Q4	$114K	Hold	700	–	–	0.03%	57
2024 Q3	$122K	Hold	700	–	–	0.03%	57
2024 Q2	$104K	Hold	700	–	–	0.03%	57
2024 Q1	$99.8K	Hold	700	–	–	0.03%	56
2023 Q4	$95.9K	Hold	700	–	–	0.03%	56
2023 Q3	$89.3K	Hold	700	–	–	0.03%	56
2023 Q2	$99.5K	Hold	700	–	–	0.03%	56
2023 Q1	$103K	Hold	700	–	–	0.03%	60
2022 Q4	$107K	Buy	+700	New	+$104K	0.04%	57

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

Progressive Investment Management's VPU Position: Q1 2026 in Review

Progressive Investment Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 700 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #57.

Progressive Investment Management first reported a position in VPU in Q4 2022 and has held it in 14 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Progressive Investment Management held 700 shares of Vanguard Utilities ETF worth $139K as of Q1 2026.
Progressive Investment Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.04% of Progressive Investment Management's portfolio in Q1 2026, its #57 holding.
Progressive Investment Management first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 14 quarters since.
672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Progressive Investment Management's 13F filing for Q1 2026, filed 5 May 2026.