Wealth Effects’s Vanguard Utilities ETF VPU Stock Holding History

Wealth Effects’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	$516K	Hold	2,604	–	–	0.18%	109
2025 Q4	$482K	Hold	2,604	–	–	0.15%	112
2025 Q3	$493K	Hold	2,604	–	–	0.16%	111
2025 Q2	$460K	Buy	2,604 +200	+8%	+$34.5K	0.17%	109
2025 Q1	$411K	Hold	2,404	–	–	0.17%	112
2024 Q4	$393K	Hold	2,404	–	–	0.14%	131
2024 Q3	$418K	Hold	2,404	–	–	0.15%	125
2024 Q2	$356K	Sell	2,404 -473	-16%	-$70.5K	0.13%	130
2024 Q1	$410K	Hold	2,877	–	–	0.15%	124
2023 Q4	$394K	Hold	2,877	–	–	0.15%	130
2023 Q3	$367K	Hold	2,877	–	–	0.18%	114
2023 Q2	$409K	Hold	2,877	–	–	0.18%	115
2023 Q1	$424K	Buy	2,877 +1	+0%	+$148	0.22%	106
2022 Q4	$441K	Buy	2,876 +31	+1%	+$4.59K	0.25%	95
2022 Q3	$405K	Hold	2,845	–	–	0.25%	93
2022 Q2	$434K	Hold	2,845	–	–	0.26%	91
2022 Q1	$460K	Hold	2,845	–	–	0.21%	96
2021 Q4	$445K	Buy	+2,845	New	+$420K	0.18%	110

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

Wealth Effects's VPU Position: Q1 2026 in Review

Wealth Effects held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,604 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #109.

Wealth Effects first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Wealth Effects held 2,604 shares of Vanguard Utilities ETF worth $516K as of Q1 2026.
Wealth Effects left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.18% of Wealth Effects's portfolio in Q1 2026, its #109 holding.
Wealth Effects first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.