WWM
VPU

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

Western 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
2026
Q1 		$2.94M Sell
14,841
-1,187
-7% -$231K 0.11% 197
2025
Q4 		$2.97M Buy
16,028
+14,582
+1,008% +$2.8M 0.14% 156
2025
Q3 		$274K Sell
1,446
-7
-0.5% -$1.28K 0.01% 625
2025
Q2 		$256K Sell
1,453
-102
-7% -$17.6K 0.02% 603
2025
Q1 		$266K Buy
1,555
+101
+7% +$17.1K 0.02% 563
2024
Q4 		$238K Sell
1,454
-45
-3% -$7.7K 0.02% 591
2024
Q3 		$261K Buy
1,499
+67
+5% +$10.8K 0.01% 646
2024
Q2 		$212K Sell
1,432
-10
-0.7% -$1.49K 0.02% 619
2024
Q1 		$206K Sell
1,442
-57
-4% -$7.7K 0.02% 621
2023
Q4 		$205K Sell
1,499
-1,332
-47% -$176K 0.01% 655
2023
Q3 		$361K Sell
2,831
-1,634
-37% -$229K 0.03% 460
2023
Q2 		$635K Buy
4,465
+120
+3% +$17.6K 0.05% 328
2023
Q1 		$641K Buy
4,345
+717
+20% +$106K 0.06% 315
2022
Q4 		$556K Sell
3,628
-2,794
-44% -$414K 0.06% 321
2022
Q3 		$913K Buy
6,422
+2,340
+57% +$373K 0.05% 325
2022
Q2 		$622K Sell
4,082
-98
-2% -$15.4K 0.04% 416
2022
Q1 		$676K Buy
4,180
+2,465
+144% +$373K 0.03% 438
2021
Q4 		$268K Buy
+1,715
New +$253K 0.03% 509

Other funds holding VPU

Morgan Stanley
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
LPL Financial San Diego, California $377B 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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's VPU Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 7.4% in Q1 2026, selling an estimated $231K and leaving 14,841 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #197.

Western Wealth Management first reported a position in VPU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.97M in Q4 2025. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Western Wealth Management held 14,841 shares of Vanguard Utilities ETF worth $2.94M as of Q1 2026.
  • Western Wealth Management sold 1,187 Vanguard Utilities ETF shares in Q1 2026, an estimated $231K.
  • Vanguard Utilities ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Western Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 18 quarters since.
  • Western Wealth Management's Vanguard Utilities ETF position peaked at $2.97M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.