SFS
VPU

Sharp Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Sharp Financial Services’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 		$471K Buy
2,375
+100
+4% +$19.4K 0.23% 60
2025
Q4 		$421K Hold
2,275
– – 0.21% 69
2025
Q3 		$431K Buy
2,275
+550
+32% +$101K 0.23% 63
2025
Q2 		$304K Buy
1,725
+125
+8% +$21.6K 0.2% 64
2025
Q1 		$273K Sell
1,600
-600
-27% -$101K 0.21% 71
2024
Q4 		$360K Buy
2,200
+100
+5% +$17.1K 0.27% 55
2024
Q3 		$366K Hold
2,100
– – 0.28% 59
2024
Q2 		$311K Sell
2,100
-300
-13% -$44.7K 0.27% 70
2024
Q1 		$342K Sell
2,400
-200
-8% -$27K 0.32% 66
2023
Q4 		$356K Buy
+2,600
New +$343K 0.39% 56

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

Sharp Financial Services's VPU Position: Q1 2026 in Review

Sharp Financial Services increased its Vanguard Utilities ETF (VPU) stake by 4.4% in Q1 2026, buying an estimated $19.4K and bringing the position to 2,375 shares worth $471K. The position accounts for 0.23% of the portfolio, ranked #60.

Sharp Financial Services first reported a position in VPU in Q4 2023 and has held it in 10 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Sharp Financial Services held 2,375 shares of Vanguard Utilities ETF worth $471K as of Q1 2026.
  • Sharp Financial Services bought 100 Vanguard Utilities ETF shares in Q1 2026, an estimated $19.4K.
  • Vanguard Utilities ETF made up 0.23% of Sharp Financial Services's portfolio in Q1 2026, its #60 holding.
  • Sharp Financial Services first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 10 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.