Simplex Trading
VPU

Simplex Trading’s Vanguard Utilities ETF VPU Stock Holding History

Simplex Trading’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
-210
Closed -$38.9K – 10276
2025
Q4 		$38.9K Buy
+210
New +$40.3K ﹤0.01% 5883
2024
Q4 		– Sell
-360
Closed -$62K – 9737
2024
Q3 		$62K Buy
+360
New +$57.9K ﹤0.01% 5705
2023
Q4 		– Sell
-8
Closed -$1K – 9932
2023
Q3 		$1K Sell
8
-3,697
-100% -$517K ﹤0.01% 8449
2023
Q2 		$526K Buy
3,705
+1,936
+109% +$284K ﹤0.01% 3264
2023
Q1 		$260K Buy
1,769
+1,277
+260% +$189K ﹤0.01% 4005
2022
Q4 		$75K Sell
492
-2,417
-83% -$358K ﹤0.01% 5402
2022
Q3 		$413K Buy
2,909
+1,812
+165% +$289K ﹤0.01% 3686
2022
Q2 		$167K Buy
1,097
+139
+15% +$21.9K ﹤0.01% 4850
2022
Q1 		$155K Sell
958
-248
-21% -$37.5K ﹤0.01% 5527
2021
Q4 		$188K Buy
+1,206
New +$178K ﹤0.01% 5292
2020
Q3 		– Sell
-368
Closed -$45K – 8603
2020
Q2 		$45K Sell
368
-631
-63% -$79.9K ﹤0.01% 5591
2020
Q1 		$121K Buy
+999
New +$140K ﹤0.01% 4166
2019
Q4 		– Sell
-153
Closed -$21K – 8033
2019
Q3 		$21K Buy
153
+94
+159% +$12.9K ﹤0.01% 5785
2019
Q2 		$7K Buy
+59
New +$7.71K ﹤0.01% 6313
2018
Q4 		– Sell
-100
Closed -$11K – 7896
2018
Q3 		$11K Buy
+100
New +$11.9K ﹤0.01% 6379
2016
Q1 		– Sell
-67
Closed -$6K – 6318
2015
Q4 		$6K Sell
67
-48
-42% -$4.5K ﹤0.01% 3777
2015
Q3 		$10K Buy
+115
New +$10.7K ﹤0.01% 3468

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Simplex Trading's VPU Position: Q1 2026 in Review

Simplex Trading sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 210 shares — an estimated $38.9K sold.

Simplex Trading first reported a position in VPU in Q3 2015 and held it in 17 quarters. The position peaked at $526K in Q2 2023. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Simplex Trading reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 210 Vanguard Utilities ETF shares in Q1 2026, an estimated $38.9K.
  • Simplex Trading first reported a position in Vanguard Utilities ETF in Q3 2015 and held it in 17 quarters.
  • Simplex Trading's Vanguard Utilities ETF position peaked at $526K in Q2 2023.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.