BIG
VPU

Brookwood Investment Group’s Vanguard Utilities ETF VPU Stock Holding History

Brookwood Investment Group’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 		$886K Buy
4,529
+219
+5% +$43K 0.1% 199
2026
Q1 		$854K Sell
4,310
-148
-3% -$28.8K 0.11% 184
2025
Q4 		$825K Sell
4,458
-168
-4% -$32.3K 0.1% 194
2025
Q3 		$876K Sell
4,626
-126
-3% -$23.1K 0.11% 168
2025
Q2 		$839K Sell
4,752
-341
-7% -$58.8K 0.14% 158
2025
Q1 		$870K Buy
+5,093
New +$860K 0.15% 142

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

Brookwood Investment Group's VPU Position: Q2 2026 in Review

Brookwood Investment Group increased its Vanguard Utilities ETF (VPU) stake by 5.1% in Q2 2026, buying an estimated $43K and bringing the position to 4,529 shares worth $886K. The position accounts for 0.1% of the portfolio, ranked #199.

Brookwood Investment Group first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Brookwood Investment Group held 4,529 shares of Vanguard Utilities ETF worth $886K as of Q2 2026.
  • Brookwood Investment Group bought 219 Vanguard Utilities ETF shares in Q2 2026, an estimated $43K.
  • Vanguard Utilities ETF made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #199 holding.
  • Brookwood Investment Group first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.