VT
VPU

Vise Technologies’s Vanguard Utilities ETF VPU Stock Holding History

Vise Technologies’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 		$230K Hold
1,241
– – ﹤0.01% 1307
2025
Q4 		$230K Buy
+1,241
New +$238K ﹤0.01% 1317

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

Vise Technologies's VPU Position: Q1 2026 in Review

Vise Technologies held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 1,241 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Vise Technologies first reported a position in VPU in Q4 2025 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Vise Technologies held 1,241 shares of Vanguard Utilities ETF worth $230K as of Q1 2026.
  • Vise Technologies left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1307 holding.
  • Vise Technologies first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.