Ausdal Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

Ausdal Financial 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	–	Sell	-1,528	Closed	-$303K	–	1111
2026 Q1	$303K	Sell	1,528 -343	-18%	-$66.6K	0.01%	771
2025 Q4	$346K	Sell	1,871 -2,033	-52%	-$390K	0.02%	667
2025 Q3	$739K	Buy	3,904 +2,377	+156%	+$435K	0.04%	433
2025 Q2	$269K	Buy	1,527 +320	+27%	+$55.2K	0.02%	576
2025 Q1	$206K	Buy	+1,207	New	+$204K	0.02%	603
2020 Q1	–	Sell	-12,267	Closed	-$1.85M	–	348
2019 Q4	$1.85M	Buy	12,267 +259	+2%	+$36.4K	0.55%	44
2019 Q3	$1.73M	Buy	12,008 +10,382	+638%	+$1.42M	0.61%	42
2019 Q2	$217K	Buy	+1,626	New	+$213K	0.08%	261
2016 Q1	–	Sell	-338	Closed	-$32K	–	1010
2015 Q4	$32K	Buy	+338	New	+$31.7K	0.02%	589

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

Ausdal Financial Partners's VPU Position: Q2 2026 in Review

Ausdal Financial Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,528 shares — an estimated $303K sold.

Ausdal Financial Partners first reported a position in VPU in Q4 2015 and held it in 9 quarters. The position peaked at $1.85M in Q4 2019. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Ausdal Financial Partners reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Ausdal Financial Partners sold 1,528 Vanguard Utilities ETF shares in Q2 2026, an estimated $303K.
Ausdal Financial Partners first reported a position in Vanguard Utilities ETF in Q4 2015 and held it in 9 quarters.
Ausdal Financial Partners's Vanguard Utilities ETF position peaked at $1.85M in Q4 2019.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.