SIA
VPU

Spectrum Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Spectrum Investment Advisors’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
-1,228
Closed -$227K – 53
2025
Q4 		$227K Buy
+1,228
New +$236K 0.11% 44

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

Spectrum Investment Advisors's VPU Position: Q1 2026 in Review

Spectrum Investment Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 1,228 shares — an estimated $227K sold.

Spectrum Investment Advisors first reported a position in VPU in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 675 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Spectrum Investment Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Spectrum Investment Advisors sold 1,228 Vanguard Utilities ETF shares in Q1 2026, an estimated $227K.
  • Spectrum Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2025 and held it in 1 quarter.
  • Spectrum Investment Advisors's Vanguard Utilities ETF position peaked at $227K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.