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
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 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SageView Advisory Group's VPU Position: Q4 2025 in Review

SageView Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 66% in Q4 2025, selling an estimated $236K and leaving 636 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

SageView Advisory Group first reported a position in VPU in Q2 2023 and has held it in 7 quarters since. The position peaked at $390K in Q2 2025. 662 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

SageView Advisory Group held 636 shares of Vanguard Utilities ETF worth $118K as of Q4 2025.
SageView Advisory Group sold 1,231 Vanguard Utilities ETF shares in Q4 2025, an estimated $236K.
Vanguard Utilities ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #780 holding.
SageView Advisory Group first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 7 quarters since.
SageView Advisory Group's Vanguard Utilities ETF position peaked at $390K in Q2 2025.
662 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.