Tilia Fiduciary Partners’s Vanguard Utilities ETF VPU Stock Holding History

Tilia Fiduciary Partners’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	-2,847	Closed	-$465K	–	122
2024 Q4	$465K	Buy	2,847 +84	+3%	+$14.4K	0.32%	74
2024 Q3	$481K	Sell	2,763 -563	-17%	-$90.5K	0.33%	71
2024 Q2	$492K	Sell	3,326 -162	-5%	-$24.1K	0.38%	65
2024 Q1	$497K	Sell	3,488 -117	-3%	-$15.8K	0.4%	67
2023 Q4	$494K	Sell	3,605 -603	-14%	-$79.6K	0.46%	66
2023 Q3	$537K	Sell	4,208 -514	-11%	-$71.9K	0.56%	60
2023 Q2	$671K	Buy	4,722 +20	+0.4%	+$2.93K	0.6%	53
2023 Q1	$694K	Sell	4,702 -6	-0.1%	-$888	0.66%	51
2022 Q4	$722K	Buy	4,708 +437	+10%	+$64.8K	0.69%	48
2022 Q3	$592K	Buy	+4,271	New	+$681K	0.6%	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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tilia Fiduciary Partners's VPU Position: Q1 2025 in Review

Tilia Fiduciary Partners sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 2,847 shares — an estimated $465K sold.

Tilia Fiduciary Partners first reported a position in VPU in Q3 2022 and held it in 10 quarters. The position peaked at $722K in Q4 2022. 602 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

Tilia Fiduciary Partners reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
Tilia Fiduciary Partners sold 2,847 Vanguard Utilities ETF shares in Q1 2025, an estimated $465K.
Tilia Fiduciary Partners first reported a position in Vanguard Utilities ETF in Q3 2022 and held it in 10 quarters.
Tilia Fiduciary Partners's Vanguard Utilities ETF position peaked at $722K in Q4 2022.
602 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2025, filed 14 Apr 2025.