RFM
VPU

Royal Fund Management’s Vanguard Utilities ETF VPU Stock Holding History

Royal Fund 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 		$3.29M Buy
16,564
+1,441
+10% +$280K 0.32% 108
2025
Q4 		$2.8M Buy
15,123
+3,235
+27% +$621K 0.26% 113
2025
Q3 		$2.26M Sell
11,888
-810
-6% -$148K 0.27% 112
2025
Q2 		$2.25M Buy
12,698
+480
+4% +$82.8K 0.24% 133
2025
Q1 		$2.12M Sell
12,218
-10,912
-47% -$1.84M 0.25% 135
2024
Q4 		$3.83M Buy
23,130
+1,744
+8% +$298K 0.42% 89
2024
Q3 		$3.76M Buy
21,386
+12,200
+133% +$1.96M 0.27% 104
2024
Q2 		$1.37M Sell
9,186
-1,187
-11% -$177K 0.19% 162
2024
Q1 		$1.48M Buy
10,373
+1,282
+14% +$173K 0.17% 170
2023
Q4 		$1.25M Buy
9,091
+1,374
+18% +$181K 0.16% 171
2023
Q3 		$984K Buy
7,717
+1,658
+27% +$232K 0.14% 169
2023
Q2 		$861K Buy
6,059
+1,360
+29% +$199K 0.12% 173
2023
Q1 		$693K Buy
4,699
+2,403
+105% +$356K 0.1% 186
2022
Q4 		$352K Buy
+2,296
New +$340K 0.06% 202

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return