AAP
VPU

Arax Advisory Partners’s Vanguard Utilities ETF VPU Stock Holding History

Arax Advisory Partners’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 		$3.06M Buy
15,618
+14,248
+1,040% +$2.79M 0.02% 647
2026
Q1 		$271K Sell
1,370
-102
-7% -$19.8K 0.01% 925
2025
Q4 		$272K Buy
+1,472
New +$283K 0.01% 878
2025
Q3 		– Sell
-382
Closed -$67.4K – 4308
2025
Q2 		$67.4K Buy
382
+3
+0.8% +$517 ﹤0.01% 1104
2025
Q1 		$64.8K Buy
379
+3
+0.8% +$507 ﹤0.01% 863
2024
Q4 		$61.5K Buy
376
+12
+3% +$2.05K ﹤0.01% 834
2024
Q3 		$63.3K Buy
364
+3
+0.8% +$482 0.01% 629
2024
Q2 		$53.4K Hold
361
– – 0.01% 630
2024
Q1 		$51.4K Buy
361
+3
+0.8% +$405 0.01% 492
2023
Q4 		$49.1K Buy
358
+7
+2% +$924 0.01% 478
2023
Q3 		$44.8K Sell
351
-36
-9% -$5.04K 0.01% 480
2023
Q2 		$55.1K Buy
387
+39
+11% +$5.71K 0.01% 452
2023
Q1 		$51.4K Buy
348
+2
+0.6% +$296 0.01% 458
2022
Q4 		$53K Buy
346
+6
+2% +$889 0.01% 438
2022
Q3 		$48K Hold
340
– – 0.01% 440
2022
Q2 		$52K Hold
340
– – 0.01% 419
2022
Q1 		$55K Hold
340
– – 0.01% 440
2021
Q4 		$53K Hold
340
– – 0.01% 448
2021
Q3 		$47K Hold
340
– – 0.01% 458
2021
Q2 		$47K Buy
+340
New +$48.7K 0.01% 479
2020
Q4 		$16K Buy
117
+1
+0.9% +$138 ﹤0.01% 523
2020
Q3 		$15K Buy
116
+1
+0.9% +$129 ﹤0.01% 508
2020
Q2 		$14K Buy
115
+1
+0.9% +$127 ﹤0.01% 507
2020
Q1 		$14K Buy
114
+1
+0.9% +$141 ﹤0.01% 497
2019
Q4 		$16K Buy
113
+2
+2% +$281 ﹤0.01% 431
2019
Q3 		$16K Hold
111
– – ﹤0.01% 429
2019
Q2 		$15K Buy
+111
New +$14.5K 0.01% 440
2018
Q4 		$13K Buy
110
+1
+0.9% +$121 0.01% 416
2018
Q3 		$13K Buy
+109
New +$12.9K 0.01% 450

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

Arax Advisory Partners's VPU Position: Q2 2026 in Review

Arax Advisory Partners increased its Vanguard Utilities ETF (VPU) stake by 1,040% in Q2 2026, buying an estimated $2.79M and bringing the position to 15,618 shares worth $3.06M. The position accounts for 0.02% of the portfolio, ranked #647.

Arax Advisory Partners first reported a position in VPU in Q3 2018 and has held it in 29 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Arax Advisory Partners held 15,618 shares of Vanguard Utilities ETF worth $3.06M as of Q2 2026.
  • Arax Advisory Partners bought 14,248 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.79M.
  • Vanguard Utilities ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #647 holding.
  • Arax Advisory Partners first reported a position in Vanguard Utilities ETF in Q3 2018 and has held it in 29 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.