SAG
VPU

SageView Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

SageView Advisory 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 		– Sell
-636
Closed -$118K – 2385
2025
Q4 		$118K Sell
636
-1,231
-66% -$236K ﹤0.01% 780
2025
Q3 		$354K Sell
1,867
-291
-13% -$53.3K 0.01% 465
2025
Q2 		$390K Buy
2,158
+8
+0.4% +$1.38K 0.01% 428
2025
Q1 		$367K Buy
+2,150
New +$363K 0.02% 411
2024
Q1 		– Sell
-1,566
Closed -$208K – 821
2023
Q4 		$208K Sell
1,566
-474
-23% -$62.6K 0.01% 603
2023
Q3 		$260K Sell
2,040
-162
-7% -$22.7K 0.01% 449
2023
Q2 		$313K Buy
+2,202
New +$323K 0.02% 438

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SageView Advisory Group's VPU Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 636 shares — an estimated $118K sold.

SageView Advisory Group first reported a position in VPU in Q2 2023 and held it in 7 quarters. The position peaked at $390K in Q2 2025. 678 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 636 Vanguard Utilities ETF shares in Q1 2026, an estimated $118K.
  • SageView Advisory Group first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 7 quarters.
  • SageView Advisory Group's Vanguard Utilities ETF position peaked at $390K in Q2 2025.
  • 678 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.