AFG
VPU

Atomi Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Atomi Financial Group’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 		$905K Buy
4,621
+210
+5% +$41.2K 0.02% 517
2026
Q1 		$874K Sell
4,411
-724
-14% -$141K 0.03% 484
2025
Q4 		$950K Buy
5,135
+310
+6% +$59.5K 0.03% 428
2025
Q3 		$914K Buy
4,825
+29
+0.6% +$5.31K 0.03% 409
2025
Q2 		$847K Buy
4,796
+2,510
+110% +$433K 0.03% 392
2025
Q1 		$390K Sell
2,286
-178
-7% -$30.1K 0.02% 643
2024
Q4 		$403K Buy
2,464
+52
+2% +$8.9K 0.02% 570
2024
Q3 		$420K Sell
2,412
-77
-3% -$12.4K 0.03% 526
2024
Q2 		$368K Buy
2,489
+947
+61% +$141K 0.03% 512
2024
Q1 		$220K Buy
+1,542
New +$208K 0.02% 641

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

Atomi Financial Group's VPU Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Utilities ETF (VPU) stake by 4.8% in Q2 2026, buying an estimated $41.2K and bringing the position to 4,621 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #517.

Atomi Financial Group first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $950K in Q4 2025. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Atomi Financial Group held 4,621 shares of Vanguard Utilities ETF worth $905K as of Q2 2026.
  • Atomi Financial Group bought 210 Vanguard Utilities ETF shares in Q2 2026, an estimated $41.2K.
  • Vanguard Utilities ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #517 holding.
  • Atomi Financial Group first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • Atomi Financial Group's Vanguard Utilities ETF position peaked at $950K in Q4 2025.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.