Avantax Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Avantax Advisory Services’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
2025 Q2	$7.2M	Sell	40,811 -1,949	-5%	-$336K	0.04%	341
2025 Q1	$7.3M	Sell	42,760 -523	-1%	-$88.3K	0.04%	318
2024 Q4	$7.07M	Buy	43,283 +24,105	+126%	+$4.13M	0.04%	304
2024 Q3	$3.34M	Sell	19,178 -760	-4%	-$122K	0.02%	511
2024 Q2	$2.95M	Sell	19,938 -1,029	-5%	-$153K	0.02%	534
2024 Q1	$2.99M	Buy	20,967 +7,708	+58%	+$1.04M	0.03%	431
2023 Q4	$1.82M	Sell	13,259 -7,556	-36%	-$998K	0.02%	533
2023 Q3	$2.65M	Buy	20,815 +11,266	+118%	+$1.58M	0.03%	383
2023 Q2	$1.36M	Buy	9,549 +169	+2%	+$24.8K	0.02%	580
2023 Q1	$1.38M	Buy	9,380 +647	+7%	+$95.8K	0.02%	559
2022 Q4	$1.34M	Sell	8,733 -3,142	-26%	-$466K	0.02%	531
2022 Q3	$1.69M	Buy	11,875 +5,892	+98%	+$939K	0.03%	411
2022 Q2	$912K	Buy	5,983 +45	+0.8%	+$7.08K	0.01%	578
2022 Q1	$957K	Buy	5,938 +32	+0.5%	+$4.84K	0.01%	550
2021 Q4	$924K	Buy	5,906 +653	+12%	+$96.3K	0.01%	545
2021 Q3	$732K	Buy	5,253 +1,181	+29%	+$172K	0.01%	582
2021 Q2	$564K	Buy	4,072 +1,370	+51%	+$196K	0.01%	661
2021 Q1	$380K	Buy	+2,702	New	+$368K	0.01%	709
2020 Q4	–	Sell	-20,396	Closed	-$2.63M	–	1350
2020 Q3	$2.63M	Buy	+20,396	New	+$2.64M	0.04%	311
2020 Q2	–	Sell	-2,202	Closed	-$268K	–	899
2020 Q1	$268K	Sell	2,202 -17,629	-89%	-$2.48M	0.01%	619
2019 Q4	$2.83M	Buy	19,831 +682	+4%	+$95.9K	0.07%	169
2019 Q3	$2.75M	Buy	19,149 +235	+1%	+$32.2K	0.11%	95
2019 Q2	$2.51M	Buy	18,914 +664	+4%	+$86.8K	0.11%	96
2019 Q1	$2.37M	Buy	+18,250	New	+$2.26M	0.13%	89

Other funds holding VPU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's VPU Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Utilities ETF (VPU) stake by 4.6% in Q2 2025, selling an estimated $336K and leaving 40,811 shares worth $7.2M. The position accounts for 0.04% of the portfolio, ranked #341.

Avantax Advisory Services first reported a position in VPU in Q1 2019 and has held it in 24 quarters since. The position peaked at $7.3M in Q1 2025. 617 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

Avantax Advisory Services held 40,811 shares of Vanguard Utilities ETF worth $7.2M as of Q2 2025.
Avantax Advisory Services sold 1,949 Vanguard Utilities ETF shares in Q2 2025, an estimated $336K.
Vanguard Utilities ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #341 holding.
Avantax Advisory Services first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 24 quarters since.
Avantax Advisory Services's Vanguard Utilities ETF position peaked at $7.3M in Q1 2025.
617 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.