Prosperity Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Prosperity Capital Advisors’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	-1,986	Closed	-$367K	–	423
2025 Q4	$367K	Sell	1,986 -688	-26%	-$132K	0.02%	296
2025 Q3	$507K	Buy	+2,674	New	+$490K	0.03%	275
2024 Q3	–	Sell	-1,506	Closed	-$223K	–	357
2024 Q2	$223K	Buy	+1,506	New	+$224K	0.02%	291
2023 Q4	–	Sell	-2,351	Closed	-$300K	–	281
2023 Q3	$300K	Buy	2,351 +237	+11%	+$33.1K	0.04%	185
2023 Q2	$301K	Buy	2,114 +297	+16%	+$43.5K	0.04%	186
2023 Q1	$268K	Buy	1,817 +82	+5%	+$12.1K	0.04%	171
2022 Q4	$266K	Buy	+1,735	New	+$257K	0.08%	157

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

Prosperity Capital Advisors's VPU Position: Q1 2026 in Review

Prosperity Capital Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,986 shares — an estimated $367K sold.

Prosperity Capital Advisors first reported a position in VPU in Q4 2022 and held it in 7 quarters. The position peaked at $507K in Q3 2025. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Prosperity Capital Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Prosperity Capital Advisors sold 1,986 Vanguard Utilities ETF shares in Q1 2026, an estimated $367K.
Prosperity Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 7 quarters.
Prosperity Capital Advisors's Vanguard Utilities ETF position peaked at $507K in Q3 2025.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Prosperity Capital Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.