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

Rialto 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	$240K	Sell	1,210 -6	-0.5%	-$1.17K	0.05%	140
2025 Q4	$225K	Sell	1,216 -240	-16%	-$46.1K	0.05%	154
2025 Q3	$276K	Sell	1,456 -3	-0.2%	-$549	0.07%	132
2025 Q2	$258K	Sell	1,459 -192	-12%	-$33.1K	0.07%	132
2025 Q1	$282K	Sell	1,651 -9	-0.5%	-$1.52K	0.09%	120
2024 Q4	$271K	Buy	+1,660	New	+$284K	0.09%	127

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

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

Rialto Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 0.49% in Q1 2026, selling an estimated $1.17K and leaving 1,210 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #140.

Rialto Wealth Management first reported a position in VPU in Q4 2024 and has held it in 6 quarters since. The position peaked at $282K in Q1 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Rialto Wealth Management held 1,210 shares of Vanguard Utilities ETF worth $240K as of Q1 2026.
Rialto Wealth Management sold 6 Vanguard Utilities ETF shares in Q1 2026, an estimated $1.17K.
Vanguard Utilities ETF made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #140 holding.
Rialto Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Vanguard Utilities ETF position peaked at $282K in Q1 2025.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.