ACA
VPU

Aptus Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Aptus Capital 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 		$23.7K Hold
121
– – ﹤0.01% 1494
2026
Q1 		$24K Buy
121
+65
+116% +$12.6K ﹤0.01% 1378
2025
Q4 		$10.4K Buy
56
+2
+4% +$384 ﹤0.01% 1492
2025
Q3 		$10.2K Sell
54
-15
-22% -$2.75K ﹤0.01% 1429
2025
Q2 		$12.2K Sell
69
-84
-55% -$14.5K ﹤0.01% 1344
2025
Q1 		$26.1K Sell
153
-9
-6% -$1.52K ﹤0.01% 1182
2024
Q4 		$26.5K Buy
162
+36
+29% +$6.16K ﹤0.01% 1179
2024
Q3 		$21.9K Hold
126
– – ﹤0.01% 1025
2024
Q2 		$18.6K Sell
126
-140
-53% -$20.9K ﹤0.01% 977
2024
Q1 		$37.9K Buy
266
+103
+63% +$13.9K ﹤0.01% 917
2023
Q4 		$22.3K Sell
163
-11,946
-99% -$1.58M ﹤0.01% 735
2023
Q3 		$1.54M Buy
12,109
+7,934
+190% +$1.11M 0.04% 255
2023
Q2 		$594K Sell
4,175
-1,228
-23% -$180K 0.01% 310
2023
Q1 		$797K Buy
5,403
+5,388
+35,920% +$798K 0.02% 286
2022
Q4 		$2.3K Hold
15
– – ﹤0.01% 753
2022
Q3 		$2K Buy
+15
New +$2.39K ﹤0.01% 750

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

Aptus Capital Advisors's VPU Position: Q2 2026 in Review

Aptus Capital Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 121 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Aptus Capital Advisors first reported a position in VPU in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q3 2023. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Aptus Capital Advisors held 121 shares of Vanguard Utilities ETF worth $23.7K as of Q2 2026.
  • Aptus Capital Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1494 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 16 quarters since.
  • Aptus Capital Advisors's Vanguard Utilities ETF position peaked at $1.54M in Q3 2023.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.