Bluesphere Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bluesphere 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	$1.31M	Sell	6,698 -211	-3%	-$41.4K	0.4%	35
2026 Q1	$1.37M	Sell	6,909 -234	-3%	-$45.5K	0.49%	26
2025 Q4	$1.32M	Sell	7,143 -653	-8%	-$125K	0.58%	31
2025 Q3	$1.48M	Buy	7,796 +733	+10%	+$134K	0.68%	24
2025 Q2	$1.25M	Buy	7,063 +254	+4%	+$43.8K	0.62%	26
2025 Q1	$1.16M	Buy	6,809 +1,593	+31%	+$269K	0.67%	26
2024 Q4	$852K	Sell	5,216 -1,279	-20%	-$219K	0.42%	37
2024 Q3	$1.13M	Buy	+6,495	New	+$1.04M	0.56%	28

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

Bluesphere Advisors's VPU Position: Q2 2026 in Review

Bluesphere Advisors reduced its Vanguard Utilities ETF (VPU) stake by 3.1% in Q2 2026, selling an estimated $41.4K and leaving 6,698 shares worth $1.31M. The position accounts for 0.4% of the portfolio, ranked #35.

Bluesphere Advisors first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Bluesphere Advisors held 6,698 shares of Vanguard Utilities ETF worth $1.31M as of Q2 2026.
Bluesphere Advisors sold 211 Vanguard Utilities ETF shares in Q2 2026, an estimated $41.4K.
Vanguard Utilities ETF made up 0.4% of Bluesphere Advisors's portfolio in Q2 2026, its #35 holding.
Bluesphere Advisors first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Bluesphere Advisors's Vanguard Utilities ETF position peaked at $1.48M in Q3 2025.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.