BEI
VPU

Benjamin Edwards Inc’s Vanguard Utilities ETF VPU Stock Holding History

Benjamin Edwards Inc’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 		$203K Buy
1,035
+3
+0.3% +$588 ﹤0.01% 1376
2026
Q1 		$205K Buy
+1,032
New +$201K ﹤0.01% 1300
2024
Q2 		– Sell
-7
Closed -$1K – 775
2024
Q1 		$1K Buy
+7
New +$946 ﹤0.01% 705

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

Benjamin Edwards Inc's VPU Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Utilities ETF (VPU) stake by 0.29% in Q2 2026, buying an estimated $588 and bringing the position to 1,035 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Benjamin Edwards Inc first reported a position in VPU in Q1 2024 and has held it in 3 quarters since. The position peaked at $205K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Benjamin Edwards Inc held 1,035 shares of Vanguard Utilities ETF worth $203K as of Q2 2026.
  • Benjamin Edwards Inc bought 3 Vanguard Utilities ETF shares in Q2 2026, an estimated $588.
  • Vanguard Utilities ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1376 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 3 quarters since.
  • Benjamin Edwards Inc's Vanguard Utilities ETF position peaked at $205K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.