DE
VPU

Diversified Enterprises’s Vanguard Utilities ETF VPU Stock Holding History

Diversified Enterprises’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 		$283K Hold
1,447
– – 0.01% 343
2026
Q1 		$287K Buy
1,447
+1
+0.1% +$194 0.02% 328
2025
Q4 		$268K Hold
1,446
– – 0.02% 319
2025
Q3 		$274K Buy
+1,446
New +$265K 0.02% 256

Other funds holding VPU

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Diversified Enterprises's VPU Position: Q2 2026 in Review

Diversified Enterprises held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,447 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #343.

Diversified Enterprises first reported a position in VPU in Q3 2025 and has held it in 4 quarters since. The position peaked at $287K in Q1 2026. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Diversified Enterprises held 1,447 shares of Vanguard Utilities ETF worth $283K as of Q2 2026.
  • Diversified Enterprises left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Diversified Enterprises's portfolio in Q2 2026, its #343 holding.
  • Diversified Enterprises first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Diversified Enterprises's Vanguard Utilities ETF position peaked at $287K in Q1 2026.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.