SIG
VPU

Spinnaker Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Spinnaker Investment 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
2025
Q4 		– Sell
-1,066
Closed -$202K – 179
2025
Q3 		$202K Buy
+1,066
New +$195K 0.04% 152

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spinnaker Investment Group's VPU Position: Q4 2025 in Review

Spinnaker Investment Group sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 1,066 shares — an estimated $202K sold.

Spinnaker Investment Group first reported a position in VPU in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 666 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • Spinnaker Investment Group reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 1,066 Vanguard Utilities ETF shares in Q4 2025, an estimated $202K.
  • Spinnaker Investment Group first reported a position in Vanguard Utilities ETF in Q3 2025 and held it in 1 quarter.
  • Spinnaker Investment Group's Vanguard Utilities ETF position peaked at $202K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Spinnaker Investment Group's 13F filing for Q4 2025, filed 12 Jan 2026.