DF
VPU

Downshift Financial’s Vanguard Utilities ETF VPU Stock Holding History

Downshift Financial’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 		$79.1K Buy
+404
New +$79.2K 0.04% 130

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

Downshift Financial's VPU Position: Q2 2026 in Review

Downshift Financial opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 404 shares worth $79.1K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings.

690 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Downshift Financial held 404 shares of Vanguard Utilities ETF worth $79.1K as of Q2 2026.
  • Vanguard Utilities ETF was a new Downshift Financial position in Q2 2026.
  • Vanguard Utilities ETF made up 0.04% of Downshift Financial's portfolio in Q2 2026, its #130 holding.
  • 690 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.