Washington Trust Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Washington Trust 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
2026 Q1	$392K	Sell	1,981 -16	-0.8%	-$3.11K	0.03%	171
2025 Q4	$369K	Buy	1,997 +9	+0.5%	+$1.73K	0.03%	170
2025 Q3	$377K	Buy	1,988 +1,308	+192%	+$240K	0.03%	166
2025 Q2	$120K	Hold	680	–	–	0.01%	245
2025 Q1	$116K	Hold	680	–	–	0.01%	242
2024 Q4	$111K	Hold	680	–	–	0.01%	250
2024 Q3	$118K	Hold	680	–	–	0.01%	250
2024 Q2	$101K	Sell	680 -815	-55%	-$121K	0.01%	250
2024 Q1	$213K	Hold	1,495	–	–	0.02%	190
2023 Q4	$205K	Hold	1,495	–	–	0.02%	193
2023 Q3	$191K	Hold	1,495	–	–	0.02%	190
2023 Q2	$213K	Hold	1,495	–	–	0.02%	178
2023 Q1	$221K	Hold	1,495	–	–	0.02%	172
2022 Q4	$229K	Hold	1,495	–	–	0.03%	172
2022 Q3	$213K	Hold	1,495	–	–	0.02%	199
2022 Q2	$228K	Buy	+1,495	New	+$235K	0.02%	192

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Washington Trust Advisors's VPU Position: Q1 2026 in Review

Washington Trust Advisors reduced its Vanguard Utilities ETF (VPU) stake by 0.8% in Q1 2026, selling an estimated $3.11K and leaving 1,981 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #171.

Washington Trust Advisors first reported a position in VPU in Q2 2022 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Washington Trust Advisors held 1,981 shares of Vanguard Utilities ETF worth $392K as of Q1 2026.
Washington Trust Advisors sold 16 Vanguard Utilities ETF shares in Q1 2026, an estimated $3.11K.
Vanguard Utilities ETF made up 0.03% of Washington Trust Advisors's portfolio in Q1 2026, its #171 holding.
Washington Trust Advisors first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 16 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.