Salomon & Ludwin’s Vanguard Utilities ETF VPU Stock Holding History

Salomon & Ludwin’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	$47.2K	Sell	236 -32	-12%	-$6.22K	﹤0.01%	509
2025 Q4	$49.7K	Sell	268 -15	-5%	-$2.88K	﹤0.01%	414
2025 Q3	$54.6K	Sell	283 -12	-4%	-$2.2K	﹤0.01%	362
2025 Q2	$51.8K	Sell	295 -9	-3%	-$1.55K	0.01%	263
2025 Q1	$51.9K	Sell	304 -189	-38%	-$31.9K	0.01%	244
2024 Q4	$80.6K	Sell	493 -12	-2%	-$2.05K	0.01%	195
2024 Q3	$87.9K	Sell	505 -103	-17%	-$16.6K	0.01%	205
2024 Q2	$89.9K	Sell	608 -13	-2%	-$1.94K	0.01%	202
2024 Q1	$88.5K	Sell	621 -36	-5%	-$4.87K	0.01%	271
2023 Q4	$83.8K	Hold	657	–	–	0.01%	243
2023 Q3	$83.8K	Buy	+657	New	+$91.9K	0.01%	243

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

Salomon & Ludwin's VPU Position: Q1 2026 in Review

Salomon & Ludwin reduced its Vanguard Utilities ETF (VPU) stake by 12% in Q1 2026, selling an estimated $6.22K and leaving 236 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Salomon & Ludwin first reported a position in VPU in Q3 2023 and has held it in 11 quarters since. The position peaked at $89.9K in Q2 2024. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Salomon & Ludwin held 236 shares of Vanguard Utilities ETF worth $47.2K as of Q1 2026.
Salomon & Ludwin sold 32 Vanguard Utilities ETF shares in Q1 2026, an estimated $6.22K.
Vanguard Utilities ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #509 holding.
Salomon & Ludwin first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 11 quarters since.
Salomon & Ludwin's Vanguard Utilities ETF position peaked at $89.9K in Q2 2024.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.