TCM
VPU

Tradewinds Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

Tradewinds Capital 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
-3,203
Closed -$523K – 738
2024
Q4 		$523K Buy
+3,203
New +$548K 0.14% 64
2017
Q2 		– Sell
-76
Closed -$9K – 720
2017
Q1 		$9K Buy
76
+1
+1% +$110 0.01% 415
2016
Q4 		$8K Buy
+75
New +$7.86K 0.01% 401

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tradewinds Capital Management's VPU Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 3,203 shares — an estimated $523K sold.

Tradewinds Capital Management first reported a position in VPU in Q4 2016 and held it in 3 quarters. The position peaked at $523K in Q4 2024. 605 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • Tradewinds Capital Management reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 3,203 Vanguard Utilities ETF shares in Q1 2025, an estimated $523K.
  • Tradewinds Capital Management first reported a position in Vanguard Utilities ETF in Q4 2016 and held it in 3 quarters.
  • Tradewinds Capital Management's Vanguard Utilities ETF position peaked at $523K in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.