BCA
VPU

Bay Colony Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bay Colony Advisors’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 		$453K Buy
2,312
+697
+43% +$137K 0.05% 286
2026
Q1 		$320K Buy
+1,615
New +$314K 0.04% 375
2025
Q1 		– Sell
-1,719
Closed -$281K – 490
2024
Q4 		$281K Sell
1,719
-2,207
-56% -$378K 0.04% 347
2024
Q3 		$683K Sell
3,926
-187
-5% -$30.1K 0.1% 194
2024
Q2 		$608K Buy
4,113
+379
+10% +$56.5K 0.1% 188
2024
Q1 		$532K Buy
3,734
+460
+14% +$62.2K 0.09% 197
2023
Q4 		$449K Buy
3,274
+839
+34% +$111K 0.09% 217
2023
Q3 		$310K Buy
+2,435
New +$341K 0.07% 233
2022
Q2 		– Sell
-3,405
Closed -$551K – 393
2022
Q1 		$551K Sell
3,405
-409
-11% -$61.8K 0.13% 169
2021
Q4 		$596K Buy
3,814
+14
+0.4% +$2.06K 0.17% 146
2021
Q3 		$529K Sell
3,800
-923
-20% -$135K 0.17% 158
2021
Q2 		$655K Sell
4,723
-13
-0.3% -$1.86K 0.22% 132
2021
Q1 		$665K Buy
4,736
+884
+23% +$120K 0.25% 116
2020
Q4 		$529K Buy
3,852
+331
+9% +$45.6K 0.28% 111
2020
Q3 		$455K Buy
3,521
+553
+19% +$71.5K 0.28% 110
2020
Q2 		$367K Buy
+2,968
New +$376K 0.26% 108

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

Bay Colony Advisors's VPU Position: Q2 2026 in Review

Bay Colony Advisors increased its Vanguard Utilities ETF (VPU) stake by 43% in Q2 2026, buying an estimated $137K and bringing the position to 2,312 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #286.

Bay Colony Advisors first reported a position in VPU in Q2 2020 and has held it in 16 quarters since. The position peaked at $683K in Q3 2024. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Bay Colony Advisors held 2,312 shares of Vanguard Utilities ETF worth $453K as of Q2 2026.
  • Bay Colony Advisors bought 697 Vanguard Utilities ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Utilities ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #286 holding.
  • Bay Colony Advisors first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 16 quarters since.
  • Bay Colony Advisors's Vanguard Utilities ETF position peaked at $683K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.