ZAM
VPU

Zevin Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Zevin Asset 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 		$434K Hold
2,189
– – 0.06% 69
2025
Q4 		$405K Hold
2,189
– – 0.05% 75
2025
Q3 		$415K Buy
2,189
+660
+43% +$121K 0.06% 66
2025
Q2 		$270K Buy
+1,529
New +$264K 0.04% 76

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

Zevin Asset Management's VPU Position: Q1 2026 in Review

Zevin Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 2,189 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #69.

Zevin Asset Management first reported a position in VPU in Q2 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

  • Zevin Asset Management held 2,189 shares of Vanguard Utilities ETF worth $434K as of Q1 2026.
  • Zevin Asset Management left its Vanguard Utilities ETF share count unchanged in Q1 2026.
  • Vanguard Utilities ETF made up 0.06% of Zevin Asset Management's portfolio in Q1 2026, its #69 holding.
  • Zevin Asset Management first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on Zevin Asset Management's 13F filing for Q1 2026, filed 7 May 2026.