BCM Advisors’s Vanguard Utilities ETF VPU Stock Holding History

BCM 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	$447K	Sell	2,241 -103	-4%	-$20.2K	0.09%	60
2026 Q1	$470K	Sell	2,344 -862	-27%	-$167K	0.09%	57
2025 Q4	$594K	Buy	3,206 +1	+0%	+$192	0.11%	54
2025 Q3	$626K	Sell	3,205 -76	-2%	-$13.9K	0.13%	51
2025 Q2	$600K	Sell	3,281 -171	-5%	-$29.5K	0.13%	52
2025 Q1	$596K	Hold	3,452	–	–	0.14%	53
2024 Q4	$584K	Hold	3,452	–	–	0.13%	52
2024 Q3	$575K	Hold	3,452	–	–	0.13%	51
2024 Q2	$556K	Hold	3,452	–	–	0.13%	52
2024 Q1	$499K	Sell	3,452 -297	-8%	-$40.1K	0.13%	52
2023 Q4	$499K	Sell	3,749 -480	-11%	-$63.4K	0.13%	51
2023 Q3	$555K	Sell	4,229 -196,646	-98%	-$27.5M	0.16%	51
2023 Q2	$29.3M	Sell	200,875 -843	-0.4%	-$123K	7.84%	5
2023 Q1	$30.3M	Buy	201,718 +2,315	+1%	+$343K	8.19%	5
2022 Q4	$30.2M	Buy	199,403 +9,057	+5%	+$1.34M	8.35%	5
2022 Q3	$28M	Buy	+190,346	New	+$30.3M	8.24%	4

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

BCM Advisors's VPU Position: Q2 2026 in Review

BCM Advisors reduced its Vanguard Utilities ETF (VPU) stake by 4.4% in Q2 2026, selling an estimated $20.2K and leaving 2,241 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #60.

BCM Advisors first reported a position in VPU in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.3M in Q1 2023. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

BCM Advisors held 2,241 shares of Vanguard Utilities ETF worth $447K as of Q2 2026.
BCM Advisors sold 103 Vanguard Utilities ETF shares in Q2 2026, an estimated $20.2K.
Vanguard Utilities ETF made up 0.09% of BCM Advisors's portfolio in Q2 2026, its #60 holding.
BCM Advisors first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 16 quarters since.
BCM Advisors's Vanguard Utilities ETF position peaked at $30.3M in Q1 2023.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on BCM Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.