AGP
VPU

Autumn Glory Partners’s Vanguard Utilities ETF VPU Stock Holding History

Autumn Glory 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 		$524K Buy
2,678
+1
+0% +$196 0.15% 130
2026
Q1 		$530K Buy
2,677
+1
+0% +$194 0.19% 118
2025
Q4 		$495K Buy
2,676
+1
+0% +$192 0.17% 130
2025
Q3 		$507K Buy
2,675
+1
+0% +$183 0.21% 116
2025
Q2 		$472K Buy
2,674
+2
+0.1% +$345 0.22% 118
2025
Q1 		$456K Buy
2,672
+1
+0% +$169 0.23% 113
2024
Q4 		$437K Sell
2,671
-33
-1% -$5.65K 0.21% 106
2024
Q3 		$471K Buy
2,704
+2
+0.1% +$321 0.18% 140
2024
Q2 		$400K Hold
2,702
– – 0.2% 101
2024
Q1 		$385K Buy
2,702
+1
+0% +$135 0.19% 105
2023
Q4 		$365K Buy
2,701
+1
+0% +$132 0.21% 105
2023
Q3 		$344K Sell
2,700
-620
-19% -$86.7K 0.21% 104
2023
Q2 		$472K Sell
3,320
-41
-1% -$6.01K 0.35% 75
2023
Q1 		$496K Sell
3,361
-3,361
-50% -$498K 0.42% 61
2022
Q4 		$1.03M Buy
6,722
+3,788
+129% +$561K 0.55% 57
2022
Q3 		$417K Sell
2,934
-661
-18% -$105K 0.28% 89
2022
Q2 		$548K Hold
3,595
– – 0.4% 65
2022
Q1 		$582K Buy
3,595
+661
+23% +$100K 0.34% 92
2021
Q4 		$459K Buy
+2,934
New +$433K 0.19% 122

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

Autumn Glory Partners's VPU Position: Q2 2026 in Review

Autumn Glory Partners increased its Vanguard Utilities ETF (VPU) stake by 0.04% in Q2 2026, buying an estimated $196 and bringing the position to 2,678 shares worth $524K. The position accounts for 0.15% of the portfolio, ranked #130.

Autumn Glory Partners first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2022. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Autumn Glory Partners held 2,678 shares of Vanguard Utilities ETF worth $524K as of Q2 2026.
  • Autumn Glory Partners bought 1 Vanguard Utilities ETF share in Q2 2026, an estimated $196.
  • Vanguard Utilities ETF made up 0.15% of Autumn Glory Partners's portfolio in Q2 2026, its #130 holding.
  • Autumn Glory Partners first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • Autumn Glory Partners's Vanguard Utilities ETF position peaked at $1.03M in Q4 2022.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.