Belpointe Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Belpointe Asset 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	$205K	Buy	1,045 +18	+2%	+$3.53K	0.01%	1065
2026 Q1	$204K	Buy	+1,027	New	+$200K	0.01%	1018
2025 Q4	–	Sell	-2,148	Closed	-$407K	–	1113
2025 Q3	$407K	Buy	2,148 +811	+61%	+$149K	0.02%	692
2025 Q2	$236K	Sell	1,337 -842	-39%	-$145K	0.01%	824
2025 Q1	$372K	Buy	+2,179	New	+$368K	0.02%	648
2023 Q2	–	Sell	-12,386	Closed	-$1.83M	–	3322
2023 Q1	$1.83M	Sell	12,386 -3,006	-20%	-$445K	0.1%	211
2022 Q4	$2.36M	Buy	15,392 +1,529	+11%	+$227K	0.14%	147
2022 Q3	$1.97M	Buy	13,863 +2,166	+19%	+$345K	0.13%	163
2022 Q2	$1.78M	Buy	11,697 +103	+0.9%	+$16.2K	0.12%	187
2022 Q1	$1.88M	Buy	11,594 +1,435	+14%	+$217K	0.11%	187
2021 Q4	$1.59M	Buy	10,159 +572	+6%	+$84.4K	0.1%	206
2021 Q3	$1.33M	Buy	9,587 +1,388	+17%	+$203K	0.09%	238
2021 Q2	$1.14M	Buy	8,199 +724	+10%	+$104K	0.08%	261
2021 Q1	$1.05M	Sell	7,475 -799	-10%	-$109K	0.09%	241
2020 Q4	$1.13M	Buy	8,274 +181	+2%	+$25K	0.1%	228
2020 Q3	$1.04M	Sell	8,093 -927	-10%	-$120K	0.12%	197
2020 Q2	$1.11M	Sell	9,020 -301	-3%	-$38.1K	0.14%	150
2020 Q1	$1.14M	Buy	9,321 +7,160	+331%	+$1.01M	0.2%	115
2019 Q4	$309K	Buy	+2,161	New	+$304K	0.04%	437
2018 Q4	–	Sell	-5,474	Closed	-$645K	–	641
2018 Q3	$645K	Buy	+5,474	New	+$649K	0.1%	199
2018 Q1	–	Sell	-5,778	Closed	-$674K	–	489
2017 Q4	$674K	Buy	+5,778	New	+$698K	0.15%	156

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

Belpointe Asset Management's VPU Position: Q2 2026 in Review

Belpointe Asset Management increased its Vanguard Utilities ETF (VPU) stake by 1.8% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,045 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #1065.

Belpointe Asset Management first reported a position in VPU in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.36M in Q4 2022. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Belpointe Asset Management held 1,045 shares of Vanguard Utilities ETF worth $205K as of Q2 2026.
Belpointe Asset Management bought 18 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.53K.
Vanguard Utilities ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1065 holding.
Belpointe Asset Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 21 quarters since.
Belpointe Asset Management's Vanguard Utilities ETF position peaked at $2.36M in Q4 2022.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.