Transamerica Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Transamerica Financial 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 Q2	–	Sell	-1	Closed	-$1K	–	592
2025 Q1	$1K	Hold	1	–	–	﹤0.01%	568
2024 Q4	$1K	Sell	1 -7	-88%	-$1.2K	﹤0.01%	565
2024 Q3	$2K	Hold	8	–	–	﹤0.01%	416
2024 Q2	$2K	Hold	8	–	–	﹤0.01%	383
2024 Q1	$2K	Hold	8	–	–	﹤0.01%	418
2023 Q4	$2K	Hold	8	–	–	﹤0.01%	375
2023 Q3	$1K	Hold	8	–	–	﹤0.01%	623
2023 Q2	$2K	Hold	8	–	–	﹤0.01%	376
2023 Q1	$2K	Hold	8	–	–	﹤0.01%	371
2022 Q4	$2K	Hold	8	–	–	﹤0.01%	411
2022 Q3	$2K	Sell	8 -5	-38%	-$797	﹤0.01%	393
2022 Q2	$2K	Buy	+13	New	+$2.05K	﹤0.01%	401
2020 Q3	–	Sell	-15	Closed	-$2K	–	484
2020 Q2	$2K	Buy	+15	New	+$1.9K	﹤0.01%	324
2020 Q1	–	Sell	-5	Closed	-$1K	–	150
2019 Q4	$1K	Buy	+5	New	+$703	0.01%	127
2019 Q3	–	Sell	-18,779	Closed	-$2.5M	–	513
2019 Q2	$2.5M	Buy	+18,779	New	+$2.46M	0.54%	46
2019 Q1	–	Sell	-17,459	Closed	-$2.06M	–	449
2018 Q4	$2.06M	Buy	+17,459	New	+$2.11M	0.53%	45

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Transamerica Financial Advisors's VPU Position: Q2 2025 in Review

Transamerica Financial Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in VPU in Q4 2018 and held it in 16 quarters. The position peaked at $2.5M in Q2 2019. 620 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Transamerica Financial Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
Transamerica Financial Advisors sold 1 Vanguard Utilities ETF share in Q2 2025, an estimated $1K.
Transamerica Financial Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and held it in 16 quarters.
Transamerica Financial Advisors's Vanguard Utilities ETF position peaked at $2.5M in Q2 2019.
620 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Transamerica Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.