BI
VPU

Bolthouse Investments’s Vanguard Utilities ETF VPU Stock Holding History

Bolthouse Investments’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 		$211K Hold
1,077
– – 0.17% 83
2026
Q1 		$214K Buy
+1,077
New +$209K 0.19% 69
2025
Q4 		– Sell
-1,077
Closed -$204K – 78
2025
Q3 		$204K Buy
+1,077
New +$197K 0.19% 70

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

Bolthouse Investments's VPU Position: Q2 2026 in Review

Bolthouse Investments held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,077 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #83.

Bolthouse Investments first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Bolthouse Investments held 1,077 shares of Vanguard Utilities ETF worth $211K as of Q2 2026.
  • Bolthouse Investments left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.17% of Bolthouse Investments's portfolio in Q2 2026, its #83 holding.
  • Bolthouse Investments first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Bolthouse Investments's Vanguard Utilities ETF position peaked at $214K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.