WA
VPU

WPG Advisers’s Vanguard Utilities ETF VPU Stock Holding History

WPG 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
2025
Q4 		– Sell
-39
Closed -$7.39K – 1533
2025
Q3 		$7.39K Hold
39
– – 0.01% 788
2025
Q2 		$6.88K Hold
39
– – 0.01% 768
2025
Q1 		$6.66K Buy
+39
New +$6.59K 0.01% 779

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 $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WPG Advisers's VPU Position: Q4 2025 in Review

WPG Advisers sold out of Vanguard Utilities ETF (VPU) in Q4 2025, closing a stake of 39 shares — an estimated $7.39K sold.

WPG Advisers first reported a position in VPU in Q1 2025 and held it in 3 quarters. The position peaked at $7.39K in Q3 2025. 662 funds tracked by Wall St. Rank hold VPU as of Q4 2025.

  • WPG Advisers reported no remaining Vanguard Utilities ETF position as of Q4 2025 after selling out during the quarter.
  • WPG Advisers sold 39 Vanguard Utilities ETF shares in Q4 2025, an estimated $7.39K.
  • WPG Advisers first reported a position in Vanguard Utilities ETF in Q1 2025 and held it in 3 quarters.
  • WPG Advisers's Vanguard Utilities ETF position peaked at $7.39K in Q3 2025.
  • 662 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q4 2025.

Based on WPG Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.