AWA
VPU

Acorn Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Acorn Wealth Advisors’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
Q2 		$383K Buy
1,959
+11
+0.6% +$2.16K 0.09% 194
2026
Q1 		$386K Buy
1,948
+7
+0.4% +$1.36K 0.11% 168
2025
Q4 		$359K Sell
1,941
-12
-0.6% -$2.3K 0.11% 174
2025
Q3 		$370K Buy
1,953
+10
+0.5% +$1.83K 0.12% 180
2025
Q2 		$343K Sell
1,943
-191
-9% -$32.9K 0.13% 157
2025
Q1 		$364K Buy
2,134
+11
+0.5% +$1.86K 0.15% 137
2024
Q4 		$347K Sell
2,123
-16
-0.7% -$2.74K 0.14% 138
2024
Q3 		$372K Sell
2,139
-31
-1% -$4.98K 0.16% 130
2024
Q2 		$321K Sell
2,170
-22
-1% -$3.28K 0.16% 140
2024
Q1 		$313K Sell
2,192
-26
-1% -$3.51K 0.16% 136
2023
Q4 		$304K Sell
2,218
-119
-5% -$15.7K 0.18% 125
2023
Q3 		$298K Buy
2,337
+8
+0.3% +$1.12K 0.2% 117
2023
Q2 		$331K Buy
2,329
+6
+0.3% +$879 0.23% 108
2023
Q1 		$343K Buy
2,323
+14
+0.6% +$2.07K 0.25% 96
2022
Q4 		$354K Buy
2,309
+74
+3% +$11K 0.27% 88
2022
Q3 		$318K Hold
2,235
– – 0.26% 96
2022
Q2 		$340K Buy
2,235
+44
+2% +$6.92K 0.27% 100
2022
Q1 		$354K Buy
2,191
+19
+0.9% +$2.87K 0.24% 108
2021
Q4 		$340K Buy
2,172
+101
+5% +$14.9K 0.22% 117
2021
Q3 		$288K Buy
2,071
+191
+10% +$27.9K 0.2% 122
2021
Q2 		$261K Sell
1,880
-203
-10% -$29.1K 0.18% 134
2021
Q1 		$293K Buy
2,083
+160
+8% +$21.8K 0.21% 114
2020
Q4 		$264K Buy
1,923
+18
+0.9% +$2.48K 0.21% 117
2020
Q3 		$246K Buy
1,905
+14
+0.7% +$1.81K 0.22% 101
2020
Q2 		$234K Buy
1,891
+19
+1% +$2.4K 0.22% 99
2020
Q1 		$230K Buy
1,872
+14
+0.8% +$1.97K 0.26% 82
2019
Q4 		$262K Buy
1,858
+13
+0.7% +$1.83K 0.22% 98
2019
Q3 		$255K Buy
1,845
+14
+0.8% +$1.92K 0.22% 99
2019
Q2 		$248K Buy
1,831
+13
+0.7% +$1.7K 0.23% 96
2019
Q1 		$236K Buy
1,818
+14
+0.8% +$1.74K 0.21% 106
2018
Q4 		$213K Buy
1,804
+15
+0.8% +$1.82K 0.22% 105
2018
Q3 		$212K Buy
1,789
+29
+2% +$3.44K 0.21% 110
2018
Q2 		$206K Buy
+1,760
New +$198K 0.18% 113

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acorn Wealth Advisors's VPU Position: Q2 2026 in Review

Acorn Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.56% in Q2 2026, buying an estimated $2.16K and bringing the position to 1,959 shares worth $383K. The position accounts for 0.09% of the portfolio, ranked #194.

Acorn Wealth Advisors first reported a position in VPU in Q2 2018 and has held it in 33 quarters since. The position peaked at $386K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Acorn Wealth Advisors held 1,959 shares of Vanguard Utilities ETF worth $383K as of Q2 2026.
  • Acorn Wealth Advisors bought 11 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.16K.
  • Vanguard Utilities ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Acorn Wealth Advisors first reported a position in Vanguard Utilities ETF in Q2 2018 and has held it in 33 quarters since.
  • Acorn Wealth Advisors's Vanguard Utilities ETF position peaked at $386K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.