BPA
VPU

Beacon Pointe Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Beacon Pointe 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 		$5.46M Sell
27,918
-304
-1% -$59.6K 0.03% 492
2026
Q1 		$5.59M Buy
28,222
+1,833
+7% +$356K 0.03% 447
2025
Q4 		$4.88M Buy
26,389
+15,526
+143% +$2.98M 0.03% 389
2025
Q3 		$2.06M Buy
10,863
+1,214
+13% +$222K 0.02% 541
2025
Q2 		$1.7M Buy
9,649
+8
+0.1% +$1.38K 0.02% 516
2025
Q1 		$1.65M Buy
9,641
+329
+4% +$55.6K 0.02% 511
2024
Q4 		$1.52M Buy
9,312
+325
+4% +$55.6K 0.02% 532
2024
Q3 		$1.56M Sell
8,987
-303
-3% -$48.7K 0.02% 515
2024
Q2 		$1.37M Sell
9,290
-6,428
-41% -$958K 0.02% 557
2024
Q1 		$2.24M Buy
15,718
+13,338
+560% +$1.8M 0.02% 471
2023
Q4 		$326K Sell
2,380
-125
-5% -$16.5K ﹤0.01% 1054
2023
Q3 		$319K Buy
2,505
+119
+5% +$16.6K ﹤0.01% 1040
2023
Q2 		$339K Hold
2,386
– – 0.01% 847
2023
Q1 		$352K Buy
2,386
+8
+0.3% +$1.18K 0.01% 874
2022
Q4 		$365K Sell
2,378
-131
-5% -$19.4K 0.01% 799
2022
Q3 		$358K Sell
2,509
-886
-26% -$141K 0.01% 742
2022
Q2 		$516K Sell
3,395
-5,934
-64% -$934K 0.01% 636
2022
Q1 		$1.51M Buy
+9,329
New +$1.41M 0.02% 514

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

Beacon Pointe Advisors's VPU Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Utilities ETF (VPU) stake by 1.1% in Q2 2026, selling an estimated $59.6K and leaving 27,918 shares worth $5.46M. The position accounts for 0.03% of the portfolio, ranked #492.

Beacon Pointe Advisors first reported a position in VPU in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.59M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Beacon Pointe Advisors held 27,918 shares of Vanguard Utilities ETF worth $5.46M as of Q2 2026.
  • Beacon Pointe Advisors sold 304 Vanguard Utilities ETF shares in Q2 2026, an estimated $59.6K.
  • Vanguard Utilities ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #492 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Utilities ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Vanguard Utilities ETF position peaked at $5.59M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.