SWA
VPU

Stratos Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Stratos Wealth 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
-40,943
Closed -$7.58M – 687
2025
Q4 		$7.58M Buy
40,943
+1,729
+4% +$332K 0.37% 73
2025
Q3 		$7.43M Buy
39,214
+4,351
+12% +$797K 0.36% 81
2025
Q2 		$6.15M Sell
34,863
-4,647
-12% -$802K 0.32% 83
2025
Q1 		$6.75M Buy
39,510
+1,350
+4% +$228K 0.37% 68
2024
Q4 		$6.24M Buy
38,160
+13,236
+53% +$2.27M 0.3% 80
2024
Q3 		$4.34M Buy
24,924
+2,331
+10% +$375K 0.2% 112
2024
Q2 		$3.34M Sell
22,593
-2,569
-10% -$383K 0.17% 132
2024
Q1 		$3.59M Buy
25,162
+4,174
+20% +$564K 0.21% 116
2023
Q4 		$2.88M Sell
20,988
-994
-5% -$131K 0.17% 173
2023
Q3 		$2.8M Sell
21,982
-12,597
-36% -$1.76M 0.18% 146
2023
Q2 		$4.92M Sell
34,579
-17,936
-34% -$2.63M 0.35% 77
2023
Q1 		$7.75M Sell
52,515
-2,073
-4% -$307K 0.6% 30
2022
Q4 		$8.37M Buy
54,588
+3,555
+7% +$527K 0.7% 24
2022
Q3 		$7.26M Sell
51,033
-2,089
-4% -$333K 0.76% 20
2022
Q2 		$8.09M Sell
53,122
-13,754
-21% -$2.16M 0.73% 22
2022
Q1 		$10.8M Buy
66,876
+1,498
+2% +$227K 0.88% 17
2021
Q4 		$10.2M Buy
65,378
+9,706
+17% +$1.43M 0.74% 20
2021
Q3 		$7.75M Buy
55,672
+18,262
+49% +$2.67M 0.66% 26
2021
Q2 		$5.19M Buy
37,410
+30,282
+425% +$4.34M 0.46% 51
2021
Q1 		$1M Sell
7,128
-5,334
-43% -$727K 0.11% 207
2020
Q4 		$1.71M Buy
12,462
+1,557
+14% +$215K 0.24% 107
2020
Q3 		$1.41M Buy
+10,905
New +$1.41M 0.34% 75

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

Stratos Wealth Advisors's VPU Position: Q1 2026 in Review

Stratos Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q1 2026, closing a stake of 40,943 shares — an estimated $7.58M sold.

Stratos Wealth Advisors first reported a position in VPU in Q3 2020 and held it in 22 quarters. The position peaked at $10.8M in Q1 2022. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Stratos Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Advisors sold 40,943 Vanguard Utilities ETF shares in Q1 2026, an estimated $7.58M.
  • Stratos Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and held it in 22 quarters.
  • Stratos Wealth Advisors's Vanguard Utilities ETF position peaked at $10.8M in Q1 2022.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.