TFA
VPU

Tranquilli Financial Advisor’s Vanguard Utilities ETF VPU Stock Holding History

Tranquilli Financial Advisor’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 		$3.91M Sell
19,758
-16
-0.1% -$3.11K 2.29% 9
2025
Q4 		$3.66M Sell
19,774
-720
-4% -$138K 2.12% 13
2025
Q3 		$3.88M Sell
20,494
-974
-5% -$178K 2.29% 10
2025
Q2 		$3.79M Sell
21,468
-11,225
-34% -$1.94M 2.35% 14
2025
Q1 		$5.58M Buy
32,693
+246
+0.8% +$41.6K 3.53% 6
2024
Q4 		$5.3M Sell
32,447
-80
-0.2% -$13.7K 3.36% 7
2024
Q3 		$5.66M Buy
32,527
+270
+0.8% +$43.4K 3.55% 4
2024
Q2 		$4.73M Buy
32,257
+15,540
+93% +$2.32M 3.17% 9
2024
Q1 		$2.38M Buy
+16,717
New +$2.26M 1.59% 18
2023
Q4 		– Sell
-25,378
Closed -$3.24M – 110
2023
Q3 		$3.24M Buy
+25,378
New +$3.55M 2.34% 18
2022
Q4 		– Sell
-5,898
Closed -$839K – 84
2022
Q3 		$839K Buy
+5,898
New +$940K 0.66% 14
2022
Q2 		– Sell
-31,088
Closed -$5.03M – 88
2022
Q1 		$5.03M Buy
31,088
+954
+3% +$144K 3.58% 7
2021
Q4 		$4.71M Buy
30,134
+1,075
+4% +$159K 3.3% 13
2021
Q3 		$4.04M Buy
29,059
+732
+3% +$107K 3.03% 16
2021
Q2 		$3.93M Buy
28,327
+347
+1% +$49.7K 2.95% 19
2021
Q1 		$3.93M Buy
27,980
+1,584
+6% +$216K 3.17% 16
2020
Q4 		$3.62M Buy
+26,396
New +$3.64M 3.29% 14

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tranquilli Financial Advisor's VPU Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard Utilities ETF (VPU) stake by 0.08% in Q1 2026, selling an estimated $3.11K and leaving 19,758 shares worth $3.91M. The position accounts for 2.29% of the portfolio, ranked #9.

Tranquilli Financial Advisor first reported a position in VPU in Q4 2020 and has held it in 17 quarters since. The position peaked at $5.66M in Q3 2024. 672 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Tranquilli Financial Advisor held 19,758 shares of Vanguard Utilities ETF worth $3.91M as of Q1 2026.
  • Tranquilli Financial Advisor sold 16 Vanguard Utilities ETF shares in Q1 2026, an estimated $3.11K.
  • Vanguard Utilities ETF made up 2.29% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #9 holding.
  • Tranquilli Financial Advisor first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 17 quarters since.
  • Tranquilli Financial Advisor's Vanguard Utilities ETF position peaked at $5.66M in Q3 2024.
  • 672 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.