VHAM
VPU

Van Hulzen Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Van Hulzen Asset 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
2026
Q1 		$354K Buy
1,784
+75
+4% +$14.6K 0.03% 276
2025
Q4 		$316K Sell
1,709
-1,328
-44% -$255K 0.02% 266
2025
Q3 		$575K Buy
3,037
+59
+2% +$10.8K 0.04% 212
2025
Q2 		$526K Buy
2,978
+184
+7% +$31.7K 0.04% 213
2025
Q1 		$477K Buy
2,794
+57
+2% +$9.63K 0.04% 212
2024
Q4 		$447K Buy
2,737
+22
+0.8% +$3.77K 0.03% 228
2024
Q3 		$473K Buy
2,715
+58
+2% +$9.32K 0.03% 215
2024
Q2 		$393K Hold
2,657
– – 0.03% 219
2024
Q1 		$379K Sell
2,657
-924
-26% -$125K 0.03% 241
2023
Q4 		$491K Hold
3,581
– – 0.03% 223
2023
Q3 		$457K Buy
3,581
+502
+16% +$70.2K 0.04% 213
2023
Q2 		$438K Sell
3,079
-726
-19% -$106K 0.04% 199
2023
Q1 		$561K Buy
3,805
+986
+35% +$146K 0.05% 166
2022
Q4 		$432K Hold
2,819
– – 0.05% 192
2022
Q3 		$401K Sell
2,819
-172
-6% -$27.4K 0.05% 185
2022
Q2 		$456K Sell
2,991
-86
-3% -$13.5K 0.05% 174
2022
Q1 		$498K Buy
3,077
+26
+0.9% +$3.93K 0.05% 170
2021
Q4 		$477K Sell
3,051
-105
-3% -$15.5K 0.05% 184
2021
Q3 		$439K Hold
3,156
– – 0.07% 167
2021
Q2 		$438K Buy
3,156
+125
+4% +$17.9K 0.07% 166
2021
Q1 		$426K Buy
3,031
+35
+1% +$4.77K 0.07% 162
2020
Q4 		$411K Buy
2,996
+50
+2% +$6.89K 0.06% 171
2020
Q3 		$380K Buy
2,946
+65
+2% +$8.41K 0.06% 164
2020
Q2 		$356K Sell
2,881
-389
-12% -$49.2K 0.05% 173
2020
Q1 		$399K Buy
+3,270
New +$460K 0.09% 138
2016
Q4 		– Sell
-1,100
Closed -$118K – 167
2016
Q3 		$118K Hold
1,100
– – 0.06% 138
2016
Q2 		$126K Sell
1,100
-204
-16% -$21.9K 0.07% 126
2016
Q1 		$140K Buy
1,304
+204
+19% +$20.4K 0.08% 117
2015
Q4 		$103K Hold
1,100
– – 0.06% 137
2015
Q3 		$102K Buy
+1,100
New +$102K 0.07% 139

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

Van Hulzen Asset Management's VPU Position: Q1 2026 in Review

Van Hulzen Asset Management increased its Vanguard Utilities ETF (VPU) stake by 4.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 1,784 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #276.

Van Hulzen Asset Management first reported a position in VPU in Q3 2015 and has held it in 30 quarters since. The position peaked at $575K in Q3 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Van Hulzen Asset Management held 1,784 shares of Vanguard Utilities ETF worth $354K as of Q1 2026.
  • Van Hulzen Asset Management bought 75 Vanguard Utilities ETF shares in Q1 2026, an estimated $14.6K.
  • Vanguard Utilities ETF made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #276 holding.
  • Van Hulzen Asset Management first reported a position in Vanguard Utilities ETF in Q3 2015 and has held it in 30 quarters since.
  • Van Hulzen Asset Management's Vanguard Utilities ETF position peaked at $575K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.