Silver Oak Securities’s Vanguard Utilities ETF VPU Stock Holding History

Silver Oak Securities’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	-1,390	Closed	-$259K	–	865
2025 Q4	$259K	Sell	1,390 -15	-1%	-$2.88K	0.02%	678
2025 Q3	$266K	Buy	+1,405	New	+$257K	0.02%	619
2024 Q1	–	Sell	-11,580	Closed	-$1.59M	–	548
2023 Q4	$1.59M	Buy	11,580 +9,567	+475%	+$1.26M	0.21%	108
2023 Q3	$257K	Buy	+2,013	New	+$282K	0.06%	252
2023 Q2	–	Sell	-1,378	Closed	-$204K	–	489
2023 Q1	$204K	Buy	1,378 +14	+1%	+$2.07K	0.03%	374
2022 Q4	$209K	Sell	1,364 -649	-32%	-$96.2K	0.04%	279
2022 Q3	$257K	Buy	2,013 +664	+49%	+$106K	0.06%	252
2022 Q2	$205K	Buy	+1,349	New	+$212K	0.05%	261

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Silver Oak Securities's VPU Position: Q1 2026 in Review

Silver Oak Securities sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,390 shares — an estimated $259K sold.

Silver Oak Securities first reported a position in VPU in Q2 2022 and held it in 8 quarters. The position peaked at $1.59M in Q4 2023. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Silver Oak Securities reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 1,390 Vanguard Utilities ETF shares in Q1 2026, an estimated $259K.
Silver Oak Securities first reported a position in Vanguard Utilities ETF in Q2 2022 and held it in 8 quarters.
Silver Oak Securities's Vanguard Utilities ETF position peaked at $1.59M in Q4 2023.
675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.