DAS
VPU

Dynamic Advisor Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Dynamic Advisor Solutions’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 		$445K Buy
2,275
+271
+14% +$53.1K 0.01% 713
2026
Q1 		$397K Buy
2,004
+55
+3% +$10.7K 0.01% 712
2025
Q4 		$361K Buy
1,949
+720
+59% +$138K 0.01% 715
2025
Q3 		$233K Sell
1,229
-120
-9% -$22K 0.01% 854
2025
Q2 		$238K Hold
1,349
– – 0.01% 809
2025
Q1 		$230K Buy
+1,349
New +$228K 0.01% 779
2024
Q4 		– Sell
-6,953
Closed -$1.21M – 899
2024
Q3 		$1.21M Sell
6,953
-2,713
-28% -$436K 0.04% 405
2024
Q2 		$1.43M Sell
9,666
-6,040
-38% -$900K 0.05% 364
2024
Q1 		$2.24M Sell
15,706
-807
-5% -$109K 0.08% 280
2023
Q4 		$2.3M Sell
16,513
-15,397
-48% -$2.03M 0.09% 264
2023
Q3 		$4.07M Sell
31,910
-1,351
-4% -$189K 0.19% 153
2023
Q2 		$4.73M Buy
33,261
+446
+1% +$65.3K 0.25% 122
2023
Q1 		$4.84M Buy
32,815
+917
+3% +$136K 0.28% 95
2022
Q4 		$4.89M Buy
31,898
+895
+3% +$133K 0.33% 76
2022
Q3 		$4.41M Sell
31,003
-124
-0.4% -$19.8K 0.34% 65
2022
Q2 		$4.74M Sell
31,127
-79
-0.3% -$12.4K 0.36% 64
2022
Q1 		$5.05M Buy
31,206
+799
+3% +$121K 0.35% 66
2021
Q4 		$4.76M Buy
30,407
+1,381
+5% +$204K 0.34% 70
2021
Q3 		$4.04M Buy
29,026
+2,813
+11% +$411K 0.3% 73
2021
Q2 		$3.64M Buy
26,213
+457
+2% +$65.5K 0.29% 86
2021
Q1 		$3.62M Buy
25,756
+5,933
+30% +$808K 0.34% 73
2020
Q4 		$2.72M Buy
19,823
+4,484
+29% +$618K 0.25% 103
2020
Q3 		$1.98M Buy
15,339
+462
+3% +$59.8K 0.22% 119
2020
Q2 		$1.84M Buy
14,877
+3,063
+26% +$388K 0.25% 112
2020
Q1 		$1.44M Buy
11,814
+6,966
+144% +$979K 0.26% 109
2019
Q4 		$693K Buy
4,848
+1,519
+46% +$214K 0.09% 243
2019
Q3 		$478K Buy
3,329
+731
+28% +$100K 0.07% 283
2019
Q2 		$345K Buy
2,598
+344
+15% +$45K 0.06% 334
2019
Q1 		$292K Sell
2,254
-91
-4% -$11.3K 0.06% 306
2018
Q4 		$280K Buy
2,345
+25
+1% +$3.03K 0.06% 297
2018
Q3 		$273K Buy
2,320
+104
+5% +$12.3K 0.06% 326
2018
Q2 		$257K Buy
2,216
+24
+1% +$2.7K 0.06% 328
2018
Q1 		$246K Sell
2,192
-50
-2% -$5.52K 0.06% 294
2017
Q4 		$261K Sell
2,242
-50
-2% -$6.04K 0.09% 208
2017
Q3 		$268K Buy
2,292
+343
+18% +$40.5K 0.11% 188
2017
Q2 		$223K Buy
1,949
+75
+4% +$8.65K 0.09% 202
2017
Q1 		$211K Hold
1,874
– – 0.08% 200
2016
Q4 		$201K Sell
1,874
-100
-5% -$10.5K 0.08% 205
2016
Q3 		$211K Buy
1,974
+100
+5% +$11.1K 0.08% 215
2016
Q2 		$215K Buy
+1,874
New +$201K 0.09% 194

Other funds holding VPU

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Dynamic Advisor Solutions's VPU Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Vanguard Utilities ETF (VPU) stake by 14% in Q2 2026, buying an estimated $53.1K and bringing the position to 2,275 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #713.

Dynamic Advisor Solutions first reported a position in VPU in Q2 2016 and has held it in 40 quarters since. The position peaked at $5.05M in Q1 2022. 108 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Dynamic Advisor Solutions held 2,275 shares of Vanguard Utilities ETF worth $445K as of Q2 2026.
  • Dynamic Advisor Solutions bought 271 Vanguard Utilities ETF shares in Q2 2026, an estimated $53.1K.
  • Vanguard Utilities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #713 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Utilities ETF in Q2 2016 and has held it in 40 quarters since.
  • Dynamic Advisor Solutions's Vanguard Utilities ETF position peaked at $5.05M in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.