ACM
VPU

AlphaStar Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

AlphaStar Capital 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
Q2 		$308K Buy
+1,572
New +$308K 0.02% 232
2018
Q3 		– Sell
-3,520
Closed -$408K – 251
2018
Q2 		$408K Hold
3,520
– – 0.13% 148
2018
Q1 		$394K Sell
3,520
-248
-7% -$27.4K 0.15% 121
2017
Q4 		$439K Buy
+3,768
New +$455K 0.11% 115

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

AlphaStar Capital Management's VPU Position: Q2 2026 in Review

AlphaStar Capital Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,572 shares worth $308K. The stake represents 0.02% of the portfolio and ranks #232 among its holdings. This is a return to the name: AlphaStar Capital Management previously reported a position in VPU as recently as Q2 2018.

AlphaStar Capital Management first reported a position in VPU in Q4 2017 and has held it in 4 quarters since. The position peaked at $439K in Q4 2017. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • AlphaStar Capital Management held 1,572 shares of Vanguard Utilities ETF worth $308K as of Q2 2026.
  • Vanguard Utilities ETF was a new AlphaStar Capital Management position in Q2 2026.
  • Vanguard Utilities ETF made up 0.02% of AlphaStar Capital Management's portfolio in Q2 2026, its #232 holding.
  • AlphaStar Capital Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 4 quarters since.
  • AlphaStar Capital Management's Vanguard Utilities ETF position peaked at $439K in Q4 2017.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.