Western Pacific Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Western Pacific Wealth Management’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 Q4	–	Sell	-1,484	Closed	-$281K	–	195
2025 Q3	$281K	Hold	1,484	–	–	0.27%	46
2025 Q2	$262K	Hold	1,484	–	–	0.25%	48
2025 Q1	$253K	Hold	1,484	–	–	0.23%	53
2024 Q4	$243K	Hold	1,484	–	–	0.2%	56
2024 Q3	$258K	Hold	1,484	–	–	0.17%	47
2024 Q2	$220K	Hold	1,484	–	–	0.17%	44
2024 Q1	$212K	Buy	+1,484	New	+$201K	0.15%	49

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Western Pacific Wealth Management's VPU Position: Q4 2025 in Review

Western Pacific Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 1,484 shares — an estimated $281K sold.

Western Pacific Wealth Management first reported a position in VPU in Q1 2024 and held it in 7 quarters. The position peaked at $281K in Q3 2025. 662 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

Western Pacific Wealth Management reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
Western Pacific Wealth Management sold 1,484 Vanguard Utilities ETF shares in Q4 2025, an estimated $281K.
Western Pacific Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2024 and held it in 7 quarters.
Western Pacific Wealth Management's Vanguard Utilities ETF position peaked at $281K in Q3 2025.
662 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on Western Pacific Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.