SG
VPU

StoneX Group’s Vanguard Utilities ETF VPU Stock Holding History

StoneX 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 		$1.93M Buy
9,738
+991
+11% +$193K 0.1% 161
2025
Q4 		$1.62M Buy
8,747
+5,702
+187% +$1.09M 0.07% 229
2025
Q3 		$577K Buy
3,045
+499
+20% +$91.4K 0.03% 492
2025
Q2 		$449K Buy
2,546
+576
+29% +$99.4K 0.02% 538
2025
Q1 		$336K Buy
1,970
+62
+3% +$10.5K 0.02% 586
2024
Q4 		$312K Buy
1,908
+14
+0.7% +$2.4K 0.02% 590
2024
Q3 		$332K Buy
1,894
+431
+29% +$69.3K 0.15% 185
2024
Q2 		$218K Buy
1,463
+41
+3% +$6.11K 0.1% 282
2024
Q1 		$203K Sell
1,422
-1,663
-54% -$225K 0.1% 286
2023
Q4 		$423K Buy
+3,085
New +$407K 0.23% 118
2023
Q2 		– Sell
-1,426
Closed -$210K – 472
2023
Q1 		$210K Sell
1,426
-397
-22% -$58.8K 0.13% 279
2022
Q4 		$280K Buy
1,823
+71
+4% +$10.5K 0.04% 312
2022
Q3 		$251K Buy
1,752
+423
+32% +$67.4K 0.05% 240
2022
Q2 		$202K Buy
+1,329
New +$209K 0.03% 359
2020
Q1 		– Sell
-1,854
Closed -$265K – 323
2019
Q4 		$265K Sell
1,854
-29
-2% -$4.08K 0.11% 234
2019
Q3 		$273K Sell
1,883
-27
-1% -$3.71K 0.17% 187
2019
Q2 		$254K Sell
1,910
-2
-0.1% -$262 0.16% 195
2019
Q1 		$248K Buy
+1,912
New +$237K 0.19% 194

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return