RWM
VPU

RBA Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

RBA Wealth 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 		$286K Buy
1,445
+45
+3% +$8.74K 0.1% 83
2025
Q4 		$259K Buy
1,400
+31
+2% +$5.95K 0.09% 85
2025
Q3 		$259K Sell
1,369
-74
-5% -$13.6K 0.09% 84
2025
Q2 		$255K Buy
1,443
+64
+5% +$11K 0.09% 87
2025
Q1 		$236K Sell
1,379
-39
-3% -$6.59K 0.09% 88
2024
Q4 		$232K Buy
1,418
+164
+13% +$28.1K 0.09% 88
2024
Q3 		$218K Buy
+1,254
New +$202K 0.08% 86
2024
Q2 		– Sell
-1,431
Closed -$204K – 94
2024
Q1 		$204K Buy
+1,431
New +$193K 0.08% 89
2023
Q1 		– Sell
-1,313
Closed -$201K – 98
2022
Q4 		$201K Buy
+1,313
New +$195K 0.11% 87
2022
Q2 		– Sell
-1,261
Closed -$204K – 106
2022
Q1 		$204K Sell
1,261
-16
-1% -$2.42K 0.1% 102
2021
Q4 		$200K Buy
+1,277
New +$188K 0.09% 108

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 $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
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 $374B AUM 17.66% 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

RBA Wealth Management's VPU Position: Q1 2026 in Review

RBA Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 3.2% in Q1 2026, buying an estimated $8.74K and bringing the position to 1,445 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #83.

RBA Wealth Management first reported a position in VPU in Q4 2021 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • RBA Wealth Management held 1,445 shares of Vanguard Utilities ETF worth $286K as of Q1 2026.
  • RBA Wealth Management bought 45 Vanguard Utilities ETF shares in Q1 2026, an estimated $8.74K.
  • Vanguard Utilities ETF made up 0.1% of RBA Wealth Management's portfolio in Q1 2026, its #83 holding.
  • RBA Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 11 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.