CA
VPU

Continuum Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Continuum Advisory’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 		$419K Buy
2,138
+26
+1% +$5.1K 0.03% 324
2026
Q1 		$419K Hold
2,112
– – 0.04% 311
2025
Q4 		$391K Hold
2,112
– – 0.04% 325
2025
Q3 		$400K Hold
2,112
– – 0.04% 311
2025
Q2 		$373K Buy
2,112
+1,056
+100% +$182K 0.04% 302
2025
Q1 		$180K Hold
1,056
– – 0.02% 413
2024
Q4 		$173K Hold
1,056
– – 0.02% 415
2024
Q3 		$178K Buy
1,056
+247
+31% +$39.7K 0.02% 412
2024
Q2 		$120K Hold
809
– – 0.02% 464
2024
Q1 		$125K Buy
+809
New +$109K 0.02% 448

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

Continuum Advisory's VPU Position: Q2 2026 in Review

Continuum Advisory increased its Vanguard Utilities ETF (VPU) stake by 1.2% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,138 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #324.

Continuum Advisory first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Continuum Advisory held 2,138 shares of Vanguard Utilities ETF worth $419K as of Q2 2026.
  • Continuum Advisory bought 26 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.1K.
  • Vanguard Utilities ETF made up 0.03% of Continuum Advisory's portfolio in Q2 2026, its #324 holding.
  • Continuum Advisory first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.