TWA
VPU

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

Tandem 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
2025
Q3 		– Sell
-28,466
Closed -$5.02M – 51
2025
Q2 		$5.02M Buy
+28,466
New +$4.91M 2.48% 11
2023
Q3 		– Sell
-1,529
Closed -$217K – 61
2023
Q2 		$217K Sell
1,529
-882
-37% -$129K 0.13% 48
2023
Q1 		$356K Sell
2,411
-19,540
-89% -$2.89M 0.22% 28
2022
Q4 		$3.37M Buy
+21,951
New +$3.25M 2.14% 13

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

Tandem Wealth Advisors's VPU Position: Q3 2025 in Review

Tandem Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q3 2025, closing a stake of 28,466 shares — an estimated $5.02M sold.

Tandem Wealth Advisors first reported a position in VPU in Q4 2022 and held it in 4 quarters. The position peaked at $5.02M in Q2 2025. 621 funds tracked by Wall St. Rank hold VPU as of Q3 2025.

  • Tandem Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q3 2025 after selling out during the quarter.
  • Tandem Wealth Advisors sold 28,466 Vanguard Utilities ETF shares in Q3 2025, an estimated $5.02M.
  • Tandem Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and held it in 4 quarters.
  • Tandem Wealth Advisors's Vanguard Utilities ETF position peaked at $5.02M in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2025.

Based on Tandem Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.