RL
VPU

Retireful LLC’s Vanguard Utilities ETF VPU Stock Holding History

Retireful LLC’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 		$2.27M Buy
+11,433
New +$2.22M 3.19% 3
2025
Q1 		– Sell
-15,616
Closed -$2.55M – 171
2024
Q4 		$2.55M Buy
15,616
+2,240
+17% +$383K 1.44% 16
2024
Q3 		$2.33M Buy
+13,376
New +$2.15M 1.72% 18

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

Retireful LLC's VPU Position: Q1 2026 in Review

Retireful LLC opened a new position in Vanguard Utilities ETF (VPU) in Q1 2026: 11,433 shares worth $2.27M. The stake represents 3.19% of the portfolio and ranks #3 among its holdings. This is a return to the name: Retireful LLC previously reported a position in VPU as recently as Q4 2024.

Retireful LLC first reported a position in VPU in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.55M in Q4 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Retireful LLC held 11,433 shares of Vanguard Utilities ETF worth $2.27M as of Q1 2026.
  • Vanguard Utilities ETF was a new Retireful LLC position in Q1 2026.
  • Vanguard Utilities ETF made up 3.19% of Retireful LLC's portfolio in Q1 2026, its #3 holding.
  • Retireful LLC first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 3 quarters since.
  • Retireful LLC's Vanguard Utilities ETF position peaked at $2.55M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.