AP
VPU

Atwood & Palmer’s Vanguard Utilities ETF VPU Stock Holding History

Atwood & Palmer’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 		$979 Buy
+5
New +$981 ﹤0.01% 456
2019
Q2 		– Sell
-35
Closed -$5K – 337
2019
Q1 		$5K Hold
35
– – ﹤0.01% 292
2018
Q4 		$4K Hold
35
– – ﹤0.01% 291
2018
Q3 		$4K Buy
+35
New +$4.15K ﹤0.01% 289

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

Atwood & Palmer's VPU Position: Q2 2026 in Review

Atwood & Palmer opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 5 shares worth $979. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Atwood & Palmer previously reported a position in VPU as recently as Q1 2019.

Atwood & Palmer first reported a position in VPU in Q3 2018 and has held it in 4 quarters since. The position peaked at $5K in Q1 2019. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Atwood & Palmer held 5 shares of Vanguard Utilities ETF worth $979 as of Q2 2026.
  • Vanguard Utilities ETF was a new Atwood & Palmer position in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #456 holding.
  • Atwood & Palmer first reported a position in Vanguard Utilities ETF in Q3 2018 and has held it in 4 quarters since.
  • Atwood & Palmer's Vanguard Utilities ETF position peaked at $5K in Q1 2019.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.