CIAS
VPU

CBIZ Investment Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

CBIZ Investment Advisory Services’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 		$34.7K Hold
175
– – ﹤0.01% 103
2026
Q1 		$34.7K Hold
175
– – ﹤0.01% 103
2025
Q4 		$32.4K Sell
175
-170
-49% -$32.6K ﹤0.01% 197
2025
Q3 		$65.4K Buy
345
+2
+0.6% +$366 ﹤0.01% 103
2025
Q2 		$60.5K Buy
343
+2
+0.6% +$345 ﹤0.01% 115
2025
Q1 		$58.2K Buy
341
+3
+0.9% +$507 ﹤0.01% 107
2024
Q4 		$55.3K Buy
338
+5
+2% +$856 ﹤0.01% 103
2024
Q3 		$58.4K Buy
+333
New +$53.5K ﹤0.01% 99

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 22.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
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

CBIZ Investment Advisory Services's VPU Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 175 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #103.

CBIZ Investment Advisory Services first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $65.4K in Q3 2025. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • CBIZ Investment Advisory Services held 175 shares of Vanguard Utilities ETF worth $34.7K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #103 holding.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • CBIZ Investment Advisory Services's Vanguard Utilities ETF position peaked at $65.4K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.