Raymond James Financial
VPU

Raymond James Financial’s Vanguard Utilities ETF VPU Stock Holding History

Raymond James Financial’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 		$55.3M Buy
279,058
+59,507
+27% +$11.6M 0.02% 801
2025
Q4 		$40.6M Buy
219,551
+22,624
+11% +$4.34M 0.01% 946
2025
Q3 		$37.3M Buy
196,927
+11,742
+6% +$2.15M 0.01% 988
2025
Q2 		$32.7M Buy
185,185
+19,574
+12% +$3.38M 0.01% 1033
2025
Q1 		$28.3M Buy
165,611
+14,718
+10% +$2.49M 0.01% 1063
2024
Q4 		$24.7M Buy
+150,893
New +$25.8M 0.01% 1164

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial's VPU Position: Q1 2026 in Review

Raymond James Financial increased its Vanguard Utilities ETF (VPU) stake by 27% in Q1 2026, buying an estimated $11.6M and bringing the position to 279,058 shares worth $55.3M. The position accounts for 0.02% of the portfolio, ranked #801.

Raymond James Financial first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Raymond James Financial held 279,058 shares of Vanguard Utilities ETF worth $55.3M as of Q1 2026.
  • Raymond James Financial bought 59,507 Vanguard Utilities ETF shares in Q1 2026, an estimated $11.6M.
  • Vanguard Utilities ETF made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #801 holding.
  • Raymond James Financial first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.