BAM
VPU

Byrne Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Byrne 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 		$999 Hold
5
– – ﹤0.01% 566
2026
Q1 		$1K Hold
5
– – ﹤0.01% 537
2025
Q4 		$932 Buy
+5
New +$960 ﹤0.01% 535

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

Byrne Asset Management's VPU Position: Q2 2026 in Review

Byrne Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 5 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Byrne Asset Management first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Byrne Asset Management held 5 shares of Vanguard Utilities ETF worth $999 as of Q2 2026.
  • Byrne Asset Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Byrne Asset Management's portfolio in Q2 2026, its #566 holding.
  • Byrne Asset Management first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Byrne Asset Management's Vanguard Utilities ETF position peaked at $1K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.