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

DHK 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
2025 Q2	$3.95M	Buy	22,366 +3,056	+16%	+$527K	2.27%	7
2025 Q1	$3.3M	Buy	19,310 +139	+0.7%	+$23.5K	1.81%	7
2024 Q4	$3.13M	Buy	19,171 +292	+2%	+$50K	1.9%	8
2024 Q3	$3.31M	Buy	18,879 +158	+0.8%	+$25.4K	2.03%	9
2024 Q2	$2.79M	Hold	18,721	–	–	1.95%	9
2024 Q1	$2.67M	Buy	18,721 +144	+0.8%	+$19.5K	1.89%	12
2023 Q4	$2.55M	Buy	18,577 +357	+2%	+$47.1K	1.91%	14
2023 Q3	$2.35M	Buy	18,220 +141	+0.8%	+$19.7K	2.09%	13
2023 Q2	$2.59M	Hold	18,079	–	–	2.2%	13
2023 Q1	$2.67M	Buy	18,079 +140	+0.8%	+$20.7K	3.31%	8
2022 Q4	$2.75M	Buy	17,939 +294	+2%	+$43.6K	3.82%	9
2022 Q3	$2.53M	Buy	17,645 +1	+0%	+$159	4.16%	9
2022 Q2	$2.69M	Buy	17,644 +126	+0.7%	+$19.8K	2.57%	11
2022 Q1	$2.83M	Buy	17,518 +109	+0.6%	+$16.5K	2.39%	12
2021 Q4	$2.72M	Buy	+17,409	New	+$2.57M	2.56%	11

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCMIO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DHK Financial Advisors's VPU Position: Q2 2025 in Review

DHK Financial Advisors increased its Vanguard Utilities ETF (VPU) stake by 16% in Q2 2025, buying an estimated $527K and bringing the position to 22,366 shares worth $3.95M. The position accounts for 2.27% of the portfolio, ranked #7.

DHK Financial Advisors first reported a position in VPU in Q4 2021 and has held it in 15 quarters since. 619 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

DHK Financial Advisors held 22,366 shares of Vanguard Utilities ETF worth $3.95M as of Q2 2025.
DHK Financial Advisors bought 3,056 Vanguard Utilities ETF shares in Q2 2025, an estimated $527K.
Vanguard Utilities ETF made up 2.27% of DHK Financial Advisors's portfolio in Q2 2025, its #7 holding.
DHK Financial Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 15 quarters since.
619 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.