Aspiriant LLC’s Vanguard Utilities ETF VPU Stock Holding History

Aspiriant LLC’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	$224K	Buy	+1,142	New	+$224K	0.01%	366
2017 Q4	–	Sell	-1,759	Closed	-$205K	–	181
2017 Q3	$205K	Buy	1,759 +3	+0.2%	+$354	0.02%	194
2017 Q2	$201K	Buy	+1,756	New	+$202K	0.02%	202
2017 Q1	–	Sell	-2,086	Closed	-$223K	–	228
2016 Q4	$223K	Buy	2,086 +18	+0.9%	+$1.89K	0.02%	175
2016 Q3	$221K	Buy	2,068 +17	+0.8%	+$1.88K	0.02%	176
2016 Q2	$235K	Buy	+2,051	New	+$220K	0.02%	170

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

Aspiriant LLC's VPU Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,142 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in VPU as recently as Q3 2017.

Aspiriant LLC first reported a position in VPU in Q2 2016 and has held it in 6 quarters since. The position peaked at $235K in Q2 2016. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Aspiriant LLC held 1,142 shares of Vanguard Utilities ETF worth $224K as of Q2 2026.
Vanguard Utilities ETF was a new Aspiriant LLC position in Q2 2026.
Vanguard Utilities ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #366 holding.
Aspiriant LLC first reported a position in Vanguard Utilities ETF in Q2 2016 and has held it in 6 quarters since.
Aspiriant LLC's Vanguard Utilities ETF position peaked at $235K in Q2 2016.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.