UBS AM
VPU

UBS AM’s Vanguard Utilities ETF VPU Stock Holding History

UBS AM’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
Q2 		$306K Sell
1,563
-8,653
-85% -$1.7M ﹤0.01% 2636
2026
Q1 		$2.02M Buy
10,216
+7,852
+332% +$1.53M ﹤0.01% 2037
2025
Q4 		$437K Buy
+2,364
New +$454K ﹤0.01% 2350
2019
Q4 		– Sell
-2,867
Closed -$412K – 2856
2019
Q3 		$412K Sell
2,867
-117
-4% -$16.1K ﹤0.01% 2363
2019
Q2 		$397K Buy
2,984
+1,158
+63% +$151K ﹤0.01% 2308
2019
Q1 		$237K Buy
1,826
+290
+19% +$36K ﹤0.01% 2401
2018
Q4 		$181K Sell
1,536
-8
-0.5% -$968 ﹤0.01% 2416
2018
Q3 		$182K Sell
1,544
-52
-3% -$6.17K ﹤0.01% 2467
2018
Q2 		$185K Sell
1,596
-32
-2% -$3.59K ﹤0.01% 2493
2018
Q1 		$182K Buy
1,628
+1,225
+304% +$135K ﹤0.01% 2399
2017
Q4 		$47K Buy
403
+7
+2% +$845 ﹤0.01% 2440
2017
Q3 		$46.2K Buy
396
+64
+19% +$7.56K ﹤0.01% 2405
2017
Q2 		$37.9K Buy
332
+179
+117% +$20.6K ﹤0.01% 2397
2017
Q1 		$17.2K Buy
+153
New +$16.8K ﹤0.01% 2386

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS AM's VPU Position: Q2 2026 in Review

UBS AM reduced its Vanguard Utilities ETF (VPU) stake by 85% in Q2 2026, selling an estimated $1.7M and leaving 1,563 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

UBS AM first reported a position in VPU in Q1 2017 and has held it in 14 quarters since. The position peaked at $2.02M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • UBS AM held 1,563 shares of Vanguard Utilities ETF worth $306K as of Q2 2026.
  • UBS AM sold 8,653 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.7M.
  • Vanguard Utilities ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2636 holding.
  • UBS AM first reported a position in Vanguard Utilities ETF in Q1 2017 and has held it in 14 quarters since.
  • UBS AM's Vanguard Utilities ETF position peaked at $2.02M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.