Wedbush Securities’s Vanguard Utilities ETF VPU Stock Holding History

Wedbush Securities’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	$216K	Buy	1,089 +1	+0.1%	+$194	0.01%	1087
2025 Q4	$201K	Buy	1,088 +1	+0.1%	+$192	0.01%	1119
2025 Q3	$206K	Buy	+1,087	New	+$199K	0.01%	1064
2025 Q2	–	Sell	-1,186	Closed	-$203K	–	1208
2025 Q1	$203K	Buy	+1,186	New	+$200K	0.01%	1005
2024 Q4	–	Sell	-1,183	Closed	-$206K	–	1201
2024 Q3	$206K	Buy	+1,183	New	+$190K	0.01%	987
2022 Q2	–	Sell	-1,727	Closed	-$280K	–	1181
2022 Q1	$280K	Buy	1,727 +2	+0.1%	+$302	0.01%	822
2021 Q4	$270K	Buy	+1,725	New	+$254K	0.01%	917
2021 Q3	–	Sell	-4,650	Closed	-$645K	–	1240
2021 Q2	$645K	Buy	+4,650	New	+$666K	0.03%	525
2020 Q4	–	Sell	-2,156	Closed	-$278K	–	976
2020 Q3	$278K	Hold	2,156	–	–	0.03%	645
2020 Q2	$267K	Sell	2,156 -53	-2%	-$6.71K	0.03%	651
2020 Q1	$269K	Sell	2,209 -40	-2%	-$5.62K	0.03%	564
2019 Q4	$321K	Buy	+2,249	New	+$316K	0.03%	645

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

Wedbush Securities's VPU Position: Q1 2026 in Review

Wedbush Securities increased its Vanguard Utilities ETF (VPU) stake by 0.09% in Q1 2026, buying an estimated $194 and bringing the position to 1,089 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #1087.

Wedbush Securities first reported a position in VPU in Q4 2019 and has held it in 12 quarters since. The position peaked at $645K in Q2 2021. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

Wedbush Securities held 1,089 shares of Vanguard Utilities ETF worth $216K as of Q1 2026.
Wedbush Securities bought 1 Vanguard Utilities ETF share in Q1 2026, an estimated $194.
Vanguard Utilities ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #1087 holding.
Wedbush Securities first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 12 quarters since.
Wedbush Securities's Vanguard Utilities ETF position peaked at $645K in Q2 2021.
670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.