TWD
VPU

True Wealth Design’s Vanguard Utilities ETF VPU Stock Holding History

True Wealth Design’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 		$69K Hold
348
– – 0.02% 309
2025
Q4 		$64.4K Hold
348
– – 0.02% 269
2025
Q3 		$65.9K Hold
348
– – 0.02% 259
2025
Q2 		$61.4K Hold
348
– – 0.02% 176
2025
Q1 		$59.4K Hold
348
– – 0.02% 161
2024
Q4 		$56.9K Hold
348
– – 0.02% 143
2024
Q3 		$60.6K Hold
348
– – 0.02% 108
2024
Q2 		$51.5K Hold
348
– – 0.01% 162
2024
Q1 		$49.6K Hold
348
– – 0.01% 164
2023
Q4 		$47.7K Hold
348
– – 0.01% 154
2023
Q3 		$44.4K Hold
348
– – 0.01% 153
2023
Q2 		$49.5K Hold
348
– – 0.02% 154
2023
Q1 		$51.3K Hold
348
– – 0.02% 157
2022
Q4 		$53.4K Buy
+348
New +$51.6K 0.02% 144

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 $376B 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 $501B 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 $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return