BCS Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

BCS Wealth Management’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	$224K	Hold	1,145	–	–	0.04%	258
2026 Q1	$227K	Sell	1,145 -1,145	-50%	-$222K	0.05%	240
2025 Q4	$424K	Buy	2,290 +1,145	+100%	+$220K	0.04%	242
2025 Q3	$217K	Hold	1,145	–	–	0.05%	230
2025 Q2	$202K	Buy	+1,145	New	+$198K	0.04%	257
2023 Q2	–	Sell	-1,497	Closed	-$221K	–	173
2023 Q1	$221K	Buy	+1,497	New	+$222K	0.1%	147

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

BCS Wealth Management's VPU Position: Q2 2026 in Review

BCS Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,145 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #258.

BCS Wealth Management first reported a position in VPU in Q1 2023 and has held it in 6 quarters since. The position peaked at $424K in Q4 2025. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

BCS Wealth Management held 1,145 shares of Vanguard Utilities ETF worth $224K as of Q2 2026.
BCS Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #258 holding.
BCS Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 6 quarters since.
BCS Wealth Management's Vanguard Utilities ETF position peaked at $424K in Q4 2025.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.