Wealthfront Advisers

Wealthfront Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Wealthfront Advisers’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	$1.41M	Sell	7,116 -1,514	-18%	-$294K	﹤0.01%	657
2025 Q4	$1.6M	Buy	8,630 +680	+9%	+$131K	﹤0.01%	628
2025 Q3	$1.51M	Buy	7,950 +1,405	+21%	+$257K	﹤0.01%	632
2025 Q2	$1.16M	Buy	6,545 +431	+7%	+$74.3K	﹤0.01%	655
2025 Q1	$1.04M	Buy	6,114 +256	+4%	+$43.2K	﹤0.01%	651
2024 Q4	$957K	Buy	5,858 +971	+20%	+$166K	﹤0.01%	673
2024 Q3	$851K	Buy	4,887 +4	+0.1%	+$643	﹤0.01%	675
2024 Q2	$722K	Buy	4,883 +825	+20%	+$123K	﹤0.01%	684
2024 Q1	$579K	Buy	4,058 +1,655	+69%	+$224K	﹤0.01%	712
2023 Q4	$329K	Sell	2,403 -1,510	-39%	-$199K	﹤0.01%	777
2023 Q3	$499K	Buy	3,913 +922	+31%	+$129K	﹤0.01%	688
2023 Q2	$425K	Sell	2,991 -538	-15%	-$78.8K	﹤0.01%	712
2023 Q1	$521K	Buy	3,529 +111	+3%	+$16.4K	﹤0.01%	653
2022 Q4	$524K	Sell	3,418 -638	-16%	-$94.5K	﹤0.01%	623
2022 Q3	$577K	Buy	4,056 +1,319	+48%	+$210K	﹤0.01%	569
2022 Q2	$417K	Buy	+2,737	New	+$431K	﹤0.01%	621

Other funds holding VPU

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 San Diego, California $376B 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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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