BDF
VPU

Black Diamond Financial’s Vanguard Utilities ETF VPU Stock Holding History

Black Diamond Financial’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 		$329K Hold
1,679
– – 0.03% 147
2026
Q1 		$333K Hold
1,679
– – 0.04% 135
2025
Q4 		$311K Buy
+1,679
New +$322K 0.03% 134

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

Black Diamond Financial's VPU Position: Q2 2026 in Review

Black Diamond Financial held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,679 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #147.

Black Diamond Financial first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Black Diamond Financial held 1,679 shares of Vanguard Utilities ETF worth $329K as of Q2 2026.
  • Black Diamond Financial left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #147 holding.
  • Black Diamond Financial first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Black Diamond Financial's Vanguard Utilities ETF position peaked at $333K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.