CFP
VPU

Curran Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

Curran Financial 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 		$1.53M Buy
7,836
+158
+2% +$31K 0.23% 55
2026
Q1 		$1.52M Sell
7,678
-972
-11% -$189K 0.27% 46
2025
Q4 		$1.6M Buy
8,650
+114
+1% +$21.9K 0.3% 51
2025
Q3 		$1.62M Buy
8,536
+111
+1% +$20.3K 0.32% 51
2025
Q2 		$1.49M Buy
8,425
+1,787
+27% +$308K 0.33% 51
2025
Q1 		$1.13M Buy
6,638
+4,395
+196% +$742K 0.28% 45
2024
Q4 		$367K Sell
2,243
-6,572
-75% -$1.12M 0.1% 72
2024
Q3 		$1.53M Buy
8,815
+2
+0% +$321 0.44% 43
2024
Q2 		$1.3M Sell
8,813
-101
-1% -$15.1K 0.44% 42
2024
Q1 		$1.27M Sell
8,914
-29
-0.3% -$3.92K 0.44% 43
2023
Q4 		$1.16M Buy
8,943
+6,263
+234% +$827K 0.44% 42
2023
Q3 		$342K Sell
2,680
-7,646
-74% -$1.07M 0.15% 51
2023
Q2 		$1.47M Buy
10,326
+7,346
+247% +$1.08M 0.64% 34
2023
Q1 		$440K Sell
2,980
-9,864
-77% -$1.46M 0.21% 50
2022
Q4 		$1.97M Buy
12,844
+8,646
+206% +$1.28M 0.95% 30
2022
Q3 		$597K Sell
4,198
-3,384
-45% -$539K 0.3% 40
2022
Q2 		$1.16M Sell
7,582
-18,058
-70% -$2.84M 0.55% 32
2022
Q1 		$4.15M Sell
25,640
-3,727
-13% -$564K 1.71% 20
2021
Q4 		$4.59M Buy
29,367
+10,799
+58% +$1.59M 1.95% 16
2021
Q3 		$2.6M Sell
18,568
-11,846
-39% -$1.73M 1.33% 22
2021
Q2 		$4.22M Buy
30,414
+5,721
+23% +$820K 2.32% 15
2021
Q1 		$3.47M Buy
24,693
+4,196
+20% +$572K 2.49% 13
2020
Q4 		$2.81M Buy
+20,497
New +$2.83M 2.41% 17

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

Curran Financial Partners's VPU Position: Q2 2026 in Review

Curran Financial Partners increased its Vanguard Utilities ETF (VPU) stake by 2.1% in Q2 2026, buying an estimated $31K and bringing the position to 7,836 shares worth $1.53M. The position accounts for 0.23% of the portfolio, ranked #55.

Curran Financial Partners first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.59M in Q4 2021. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Curran Financial Partners held 7,836 shares of Vanguard Utilities ETF worth $1.53M as of Q2 2026.
  • Curran Financial Partners bought 158 Vanguard Utilities ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Utilities ETF made up 0.23% of Curran Financial Partners's portfolio in Q2 2026, its #55 holding.
  • Curran Financial Partners first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Vanguard Utilities ETF position peaked at $4.59M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.