SFG
VPU

Sage Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Sage Financial Group’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 		$220K Hold
1,110
– – 0.01% 105
2025
Q4 		$205K Buy
+1,110
New +$213K 0.01% 105
2025
Q3 		– Sell
-1,161
Closed -$205K – 102
2025
Q2 		$205K Buy
+1,161
New +$200K 0.02% 100

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

Sage Financial Group's VPU Position: Q1 2026 in Review

Sage Financial Group held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,110 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #105.

Sage Financial Group first reported a position in VPU in Q2 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Sage Financial Group held 1,110 shares of Vanguard Utilities ETF worth $220K as of Q1 2026.
  • Sage Financial Group left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.01% of Sage Financial Group's portfolio in Q1 2026, its #105 holding.
  • Sage Financial Group first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.