SFPG
VPU

Stonebridge Financial Planning Group’s Vanguard Utilities ETF VPU Stock Holding History

Stonebridge Financial Planning 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 		$506K Buy
2,555
+477
+23% +$92.7K 0.19% 119
2025
Q4 		$385K Buy
2,078
+185
+10% +$35.5K 0.14% 133
2025
Q3 		$358K Buy
+1,893
New +$347K 0.13% 136
2024
Q2 		– Sell
-2,080
Closed -$297K – 156
2024
Q1 		$297K Sell
2,080
-2,420
-54% -$327K 0.16% 130
2023
Q4 		$617K Sell
4,500
-5,801
-56% -$766K 0.36% 75
2023
Q3 		$1.31M Sell
10,301
-4,683
-31% -$655K 0.84% 38
2023
Q2 		$2.13M Sell
14,984
-1,524
-9% -$223K 1.3% 23
2023
Q1 		$2.44M Sell
16,508
-2,584
-14% -$382K 1.57% 18
2022
Q4 		$2.93M Buy
19,092
+1,004
+6% +$149K 1.95% 10
2022
Q3 		$2.57M Buy
18,088
+9,562
+112% +$1.52M 1.8% 15
2022
Q2 		$1.3M Sell
8,526
-1,157
-12% -$182K 0.88% 40
2022
Q1 		$1.57M Sell
9,683
-154
-2% -$23.3K 0.88% 38
2021
Q4 		$1.46M Sell
9,837
-481
-5% -$70.9K 0.77% 38
2021
Q3 		$1.51M Sell
10,318
-919
-8% -$134K 0.74% 39
2021
Q2 		$1.6M Sell
11,237
-3,092
-22% -$443K 0.85% 34
2021
Q1 		$2.04M Sell
14,329
-2,716
-16% -$370K 1.19% 24
2020
Q4 		$2.34M Sell
17,045
-971
-5% -$134K 1.48% 20
2020
Q3 		$2.5M Sell
18,016
-8,382
-32% -$1.08M 1.8% 17
2020
Q2 		$3.35M Buy
26,398
+1,001
+4% +$127K 2.85% 7
2020
Q1 		$3.24M Buy
25,397
+2,691
+12% +$378K 3.23% 5
2019
Q4 		$3.24M Buy
+22,706
New +$3.19M 2.93% 5

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

Stonebridge Financial Planning Group's VPU Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Utilities ETF (VPU) stake by 23% in Q1 2026, buying an estimated $92.7K and bringing the position to 2,555 shares worth $506K. The position accounts for 0.19% of the portfolio, ranked #119.

Stonebridge Financial Planning Group first reported a position in VPU in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.35M in Q2 2020. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Stonebridge Financial Planning Group held 2,555 shares of Vanguard Utilities ETF worth $506K as of Q1 2026.
  • Stonebridge Financial Planning Group bought 477 Vanguard Utilities ETF shares in Q1 2026, an estimated $92.7K.
  • Vanguard Utilities ETF made up 0.19% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #119 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 21 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Utilities ETF position peaked at $3.35M in Q2 2020.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.