Sweeney & Michel’s Vanguard Utilities ETF VPU Stock Holding History

Sweeney & Michel’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	$934K	Buy	4,667 +3	+0.1%	+$583	0.27%	61
2025 Q4	$901K	Buy	4,664 +3	+0.1%	+$576	0.27%	63
2025 Q3	$911K	Buy	4,661 +14	+0.3%	+$2.56K	0.31%	55
2025 Q2	$827K	Buy	4,647 +16	+0.3%	+$2.76K	0.29%	59
2025 Q1	$733K	Buy	+4,631	New	+$782K	0.32%	53
2024 Q3	$828K	Buy	4,698 +17	+0.4%	+$2.73K	0.33%	56
2024 Q2	$697K	Buy	4,681 +18	+0.4%	+$2.68K	0.3%	57
2024 Q1	$723K	Buy	+4,663	New	+$630K	0.32%	57
2023 Q3	$600K	Buy	4,576 +21	+0.5%	+$2.94K	0.31%	53
2023 Q2	$636K	Buy	4,555 +16	+0.4%	+$2.34K	0.33%	50
2023 Q1	$647K	Buy	+4,539	New	+$672K	0.34%	51

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sweeney & Michel's VPU Position: Q1 2026 in Review

Sweeney & Michel increased its Vanguard Utilities ETF (VPU) stake by 0.06% in Q1 2026, buying an estimated $583 and bringing the position to 4,667 shares worth $934K. The position accounts for 0.27% of the portfolio, ranked #61.

Sweeney & Michel first reported a position in VPU in Q1 2023 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Sweeney & Michel held 4,667 shares of Vanguard Utilities ETF worth $934K as of Q1 2026.
Sweeney & Michel bought 3 Vanguard Utilities ETF shares in Q1 2026, an estimated $583.
Vanguard Utilities ETF made up 0.27% of Sweeney & Michel's portfolio in Q1 2026, its #61 holding.
Sweeney & Michel first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 11 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Sweeney & Michel's 13F filing for Q1 2026, filed 16 Apr 2026.