CJ
VPU

Caitlin John’s Vanguard Utilities ETF VPU Stock Holding History

Caitlin John’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 		$407K Buy
2,081
+2
+0.1% +$392 0.22% 120
2026
Q1 		$412K Buy
2,079
+3
+0.1% +$583 0.25% 73
2025
Q4 		$384K Buy
2,076
+1
+0% +$192 0.25% 93
2025
Q3 		$393K Sell
2,075
-19
-0.9% -$3.48K 0.27% 85
2025
Q2 		$370K Buy
2,094
+163
+8% +$28.1K 0.34% 70
2025
Q1 		$330K Sell
1,931
-1,545
-44% -$261K 0.32% 80
2024
Q4 		$568K Buy
3,476
+1
+0% +$171 0.38% 64
2024
Q3 		$588K Sell
3,475
-474
-12% -$76.2K 0.37% 63
2024
Q2 		$584K Buy
3,949
+2,068
+110% +$308K 0.42% 61
2024
Q1 		$268K Buy
1,881
+282
+18% +$38.1K 0.2% 105
2023
Q4 		$219K Buy
+1,599
New +$211K 0.18% 108

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

Caitlin John's VPU Position: Q2 2026 in Review

Caitlin John increased its Vanguard Utilities ETF (VPU) stake by 0.1% in Q2 2026, buying an estimated $392 and bringing the position to 2,081 shares worth $407K. The position accounts for 0.22% of the portfolio, ranked #120.

Caitlin John first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $588K in Q3 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Caitlin John held 2,081 shares of Vanguard Utilities ETF worth $407K as of Q2 2026.
  • Caitlin John bought 2 Vanguard Utilities ETF shares in Q2 2026, an estimated $392.
  • Vanguard Utilities ETF made up 0.22% of Caitlin John's portfolio in Q2 2026, its #120 holding.
  • Caitlin John first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's Vanguard Utilities ETF position peaked at $588K in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.