BWAM
VPU

Boyd Watterson Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Boyd Watterson 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 		$108K Hold
550
– – 0.03% 150
2026
Q1 		$109K Hold
550
– – 0.03% 146
2025
Q4 		$102K Hold
550
– – 0.03% 151
2025
Q3 		$104K Hold
550
– – 0.03% 149
2025
Q2 		$97.1K Sell
550
-85
-13% -$14.7K 0.03% 151
2025
Q1 		$108K Hold
635
– – 0.03% 150
2024
Q4 		$104K Hold
635
– – 0.03% 153
2024
Q3 		$111K Hold
635
– – 0.03% 148
2024
Q2 		$93.9K Buy
+635
New +$94.6K 0.03% 148

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

Boyd Watterson Asset Management's VPU Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 550 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #150.

Boyd Watterson Asset Management first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $111K in Q3 2024. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Boyd Watterson Asset Management held 550 shares of Vanguard Utilities ETF worth $108K as of Q2 2026.
  • Boyd Watterson Asset Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.03% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #150 holding.
  • Boyd Watterson Asset Management first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
  • Boyd Watterson Asset Management's Vanguard Utilities ETF position peaked at $111K in Q3 2024.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.