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

Arete 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	–	Sell	-16,296	Closed	-$3.22M	–	366
2026 Q1	$3.22M	Buy	+16,296	New	+$3.17M	0.24%	103
2023 Q2	–	Sell	-3,122	Closed	-$461K	–	764
2023 Q1	$461K	Sell	3,122 -412	-12%	-$61K	0.04%	367
2022 Q4	$542K	Buy	3,534 +771	+28%	+$114K	0.05%	312
2022 Q3	$393K	Buy	2,763 +1,214	+78%	+$194K	0.04%	350
2022 Q2	$237K	Buy	+1,549	New	+$244K	0.02%	389
2021 Q1	–	Sell	-1,710	Closed	-$234K	–	449
2020 Q4	$234K	Buy	+1,710	New	+$236K	0.03%	354
2019 Q4	–	Sell	-6,212	Closed	-$892K	–	432
2019 Q3	$892K	Buy	+6,212	New	+$852K	0.17%	147

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Arete Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 16,296 shares — an estimated $3.22M sold.

Arete Wealth Advisors first reported a position in VPU in Q3 2019 and held it in 7 quarters. The position peaked at $3.22M in Q1 2026. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Arete Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 16,296 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.22M.
Arete Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2019 and held it in 7 quarters.
Arete Wealth Advisors's Vanguard Utilities ETF position peaked at $3.22M in Q1 2026.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.