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West Branch Capital’s Vanguard Utilities ETF VPU Stock Holding History

West Branch Capital’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
2025
Q1 		– Sell
-2
Closed -$327 – 579
2024
Q4 		$327 Buy
+2
New +$342 ﹤0.01% 452

Other funds holding VPU

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Branch Capital's VPU Position: Q1 2025 in Review

West Branch Capital sold out of Vanguard Utilities ETF (VPU) in Q1 2025, closing a stake of 2 shares — an estimated $327 sold.

West Branch Capital first reported a position in VPU in Q4 2024 and held it in 1 quarter. The position peaked at $327 in Q4 2024. 605 funds tracked by Wall St. Rank hold VPU as of Q1 2025.

  • West Branch Capital reported no remaining Vanguard Utilities ETF position as of Q1 2025 after selling out during the quarter.
  • West Branch Capital sold 2 Vanguard Utilities ETF shares in Q1 2025, an estimated $327.
  • West Branch Capital first reported a position in Vanguard Utilities ETF in Q4 2024 and held it in 1 quarter.
  • West Branch Capital's Vanguard Utilities ETF position peaked at $327 in Q4 2024.
  • 605 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.