CAP
VPU

Columbia Advisory Partners’s Vanguard Utilities ETF VPU Stock Holding History

Columbia Advisory Partners’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 		– Sell
-1,274
Closed -$252K – 113
2026
Q1 		$252K Buy
+1,274
New +$248K 0.16% 79
2025
Q4 		– Sell
-2,073
Closed -$393K – 100
2025
Q3 		$393K Buy
+2,073
New +$380K 0.27% 52
2025
Q2 		– Sell
-1,714
Closed -$293K – 84
2025
Q1 		$293K Buy
+1,714
New +$290K 0.25% 54

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

Columbia Advisory Partners's VPU Position: Q2 2026 in Review

Columbia Advisory Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,274 shares — an estimated $252K sold.

Columbia Advisory Partners first reported a position in VPU in Q1 2025 and held it in 3 quarters. The position peaked at $393K in Q3 2025. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Columbia Advisory Partners reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Columbia Advisory Partners sold 1,274 Vanguard Utilities ETF shares in Q2 2026, an estimated $252K.
  • Columbia Advisory Partners first reported a position in Vanguard Utilities ETF in Q1 2025 and held it in 3 quarters.
  • Columbia Advisory Partners's Vanguard Utilities ETF position peaked at $393K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.