EWA
VPU

Elevate Wealth Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Elevate Wealth Advisory’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 		$414K Sell
2,115
-26
-1% -$5.1K 0.24% 56
2026
Q1 		$424K Sell
2,141
-257
-11% -$49.9K 0.27% 52
2025
Q4 		$444K Buy
2,398
+267
+13% +$51.3K 0.3% 48
2025
Q3 		$404K Hold
2,131
– – 0.29% 50
2025
Q2 		$376K Sell
2,131
-46
-2% -$7.93K 0.27% 53
2025
Q1 		$372K Buy
2,177
+41
+2% +$6.93K 0.26% 53
2024
Q4 		$349K Buy
2,136
+3
+0.1% +$513 0.26% 51
2024
Q3 		$374K Sell
2,133
-123
-5% -$19.8K 0.28% 48
2024
Q2 		$337K Sell
2,256
-193
-8% -$28.8K 0.27% 47
2024
Q1 		$349K Sell
2,449
-98
-4% -$13.2K 0.3% 42
2023
Q4 		$349K Buy
+2,547
New +$336K 0.32% 41

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

Elevate Wealth Advisory's VPU Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its Vanguard Utilities ETF (VPU) stake by 1.2% in Q2 2026, selling an estimated $5.1K and leaving 2,115 shares worth $414K. The position accounts for 0.24% of the portfolio, ranked #56.

Elevate Wealth Advisory first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $444K in Q4 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Elevate Wealth Advisory held 2,115 shares of Vanguard Utilities ETF worth $414K as of Q2 2026.
  • Elevate Wealth Advisory sold 26 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.1K.
  • Vanguard Utilities ETF made up 0.24% of Elevate Wealth Advisory's portfolio in Q2 2026, its #56 holding.
  • Elevate Wealth Advisory first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevate Wealth Advisory's Vanguard Utilities ETF position peaked at $444K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.