DFA
VPU

DHJJ Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

DHJJ Financial Advisors’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 		$47.6K Hold
243
– – 0.01% 419
2026
Q1 		$48.1K Sell
243
-189
-44% -$36.7K 0.02% 406
2025
Q4 		$79.9K Hold
432
– – 0.03% 308
2025
Q3 		$81.8K Sell
432
-100
-19% -$18.3K 0.03% 288
2025
Q2 		$93.9K Buy
532
+529
+17,633% +$91.3K 0.03% 258
2025
Q1 		$513 Hold
3
– – ﹤0.01% 749
2024
Q4 		$491 Hold
3
– – ﹤0.01% 724
2024
Q3 		$523 Hold
3
– – ﹤0.01% 701
2024
Q2 		$444 Hold
3
– – ﹤0.01% 672
2024
Q1 		$428 Hold
3
– – ﹤0.01% 663
2023
Q4 		$412 Hold
3
– – ﹤0.01% 649
2023
Q3 		$383 Buy
+3
New +$420 ﹤0.01% 651

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

DHJJ Financial Advisors's VPU Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 243 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #419.

DHJJ Financial Advisors first reported a position in VPU in Q3 2023 and has held it in 12 quarters since. The position peaked at $93.9K in Q2 2025. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • DHJJ Financial Advisors held 243 shares of Vanguard Utilities ETF worth $47.6K as of Q2 2026.
  • DHJJ Financial Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #419 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 12 quarters since.
  • DHJJ Financial Advisors's Vanguard Utilities ETF position peaked at $93.9K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.