Empower Advisory Group
VPU

Empower Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Empower Advisory Group’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 		$80.8M Buy
412,786
+30,256
+8% +$5.93M 0.19% 103
2026
Q1 		$75.8M Sell
382,530
-29,222
-7% -$5.68M 0.2% 102
2025
Q4 		$76.2M Buy
411,752
+39,004
+10% +$7.49M 0.21% 94
2025
Q3 		$70.6M Sell
372,748
-3,225
-0.9% -$591K 0.2% 104
2025
Q2 		$66.4M Sell
375,973
-4,927
-1% -$850K 0.2% 104
2025
Q1 		$65.1M Buy
380,900
+16,842
+5% +$2.84M 0.21% 101
2024
Q4 		$59.5M Sell
364,058
-218
-0.1% -$37.3K 0.2% 102
2024
Q3 		$63.4M Sell
364,276
-2,850
-0.8% -$458K 0.21% 103
2024
Q2 		$54.3M Buy
367,126
+435
+0.1% +$64.8K 0.2% 107
2024
Q1 		$52.3M Buy
366,691
+39,783
+12% +$5.38M 0.2% 112
2023
Q4 		$44.8M Sell
326,908
-18,574
-5% -$2.45M 0.18% 112
2023
Q3 		$44.1M Buy
345,482
+27,481
+9% +$3.84M 0.19% 107
2023
Q2 		$45.2M Buy
318,001
+11,685
+4% +$1.71M 0.19% 116
2023
Q1 		$44.8M Buy
+306,316
New +$45.3M 0.2% 115

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

Empower Advisory Group's VPU Position: Q2 2026 in Review

Empower Advisory Group increased its Vanguard Utilities ETF (VPU) stake by 7.9% in Q2 2026, buying an estimated $5.93M and bringing the position to 412,786 shares worth $80.8M. The position accounts for 0.19% of the portfolio, ranked #103.

Empower Advisory Group first reported a position in VPU in Q1 2023 and has held it in 14 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Empower Advisory Group held 412,786 shares of Vanguard Utilities ETF worth $80.8M as of Q2 2026.
  • Empower Advisory Group bought 30,256 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.93M.
  • Vanguard Utilities ETF made up 0.19% of Empower Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Empower Advisory Group first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 14 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.