SAM
VPU

Synergy Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-42
Closed -$7.31K – 839
2024
Q4 		$7.31K Buy
+42
New +$7.19K ﹤0.01% 519

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Synergy Asset Management's VPU Position: Q1 2025 in Review

Synergy Asset Management sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 42 shares — an estimated $7.31K sold.

Synergy Asset Management first reported a position in VPU in Q4 2024 and held it in 1 quarter. The position peaked at $7.31K in Q4 2024. 601 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Synergy Asset Management reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 42 Vanguard Utilities ETF shares in Q1 2025, an estimated $7.31K.
  • Synergy Asset Management first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Vanguard Utilities ETF position peaked at $7.31K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.