SWM
VPU

SHP Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

SHP Wealth Management’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 		$631K Sell
3,185
-197
-6% -$38.3K 0.05% 124
2025
Q4 		$626K Buy
+3,382
New +$649K 0.05% 122

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 $445B AUM 25.58% 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 $424B AUM 22.96% 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

SHP Wealth Management's VPU Position: Q1 2026 in Review

SHP Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 5.8% in Q1 2026, selling an estimated $38.3K and leaving 3,185 shares worth $631K. The position accounts for 0.05% of the portfolio, ranked #124.

SHP Wealth Management first reported a position in VPU in Q4 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • SHP Wealth Management held 3,185 shares of Vanguard Utilities ETF worth $631K as of Q1 2026.
  • SHP Wealth Management sold 197 Vanguard Utilities ETF shares in Q1 2026, an estimated $38.3K.
  • Vanguard Utilities ETF made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #124 holding.
  • SHP Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.