SFG
VPU

SNS Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

SNS Financial Group’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 		$461K Buy
2,325
+75
+3% +$14.6K 0.04% 135
2025
Q4 		$416K Hold
2,250
– – 0.04% 137
2025
Q3 		$426K Sell
2,250
-20
-0.9% -$3.66K 0.04% 134
2025
Q2 		$401K Hold
2,270
– – 0.04% 138
2025
Q1 		$388K Sell
2,270
-150
-6% -$25.3K 0.04% 131
2024
Q4 		$395K Hold
2,420
– – 0.04% 125
2024
Q3 		$424K Hold
2,420
– – 0.04% 125
2024
Q2 		$361K Hold
2,420
– – 0.04% 127
2024
Q1 		$345K Hold
2,420
– – 0.04% 137
2023
Q4 		$332K Buy
+2,420
New +$320K 0.04% 134

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

SNS Financial Group's VPU Position: Q1 2026 in Review

SNS Financial Group increased its Vanguard Utilities ETF (VPU) stake by 3.3% in Q1 2026, buying an estimated $14.6K and bringing the position to 2,325 shares worth $461K. The position accounts for 0.04% of the portfolio, ranked #135.

SNS Financial Group 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.

  • SNS Financial Group held 2,325 shares of Vanguard Utilities ETF worth $461K as of Q1 2026.
  • SNS Financial Group bought 75 Vanguard Utilities ETF shares in Q1 2026, an estimated $14.6K.
  • Vanguard Utilities ETF made up 0.04% of SNS Financial Group's portfolio in Q1 2026, its #135 holding.
  • SNS Financial Group 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 SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.