Bullock Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Bullock Wealth 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	$3.87K	Sell	20 -47	-70%	-$9.22K	﹤0.01%	516
2026 Q1	$13.3K	Buy	67 +47	+235%	+$9.13K	0.01%	394
2025 Q4	$3.7K	Hold	20	–	–	﹤0.01%	490
2025 Q3	$3.82K	Hold	20	–	–	﹤0.01%	500
2025 Q2	$3.54K	Hold	20	–	–	﹤0.01%	476
2025 Q1	$3.43K	Buy	+20	New	+$3.38K	﹤0.01%	468

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 22.9% 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

Bullock Wealth Management's VPU Position: Q2 2026 in Review

Bullock Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 70% in Q2 2026, selling an estimated $9.22K and leaving 20 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Bullock Wealth Management first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.3K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Bullock Wealth Management held 20 shares of Vanguard Utilities ETF worth $3.87K as of Q2 2026.
Bullock Wealth Management sold 47 Vanguard Utilities ETF shares in Q2 2026, an estimated $9.22K.
Vanguard Utilities ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #516 holding.
Bullock Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Bullock Wealth Management's Vanguard Utilities ETF position peaked at $13.3K in Q1 2026.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.