EFS
VPU

Essex Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Essex Financial Services’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 		$719K Hold
3,675
– – 0.04% 389
2026
Q1 		$728K Hold
3,675
– – 0.04% 356
2025
Q4 		$680K Buy
3,675
+12
+0.3% +$2.3K 0.04% 371
2025
Q3 		$694K Sell
3,663
-475
-11% -$87K 0.04% 347
2025
Q2 		$730K Buy
4,138
+477
+13% +$82.3K 0.05% 330
2025
Q1 		$625K Sell
3,661
-475
-11% -$80.2K 0.05% 332
2024
Q4 		$676K Buy
4,136
+475
+13% +$81.3K 0.05% 315
2024
Q3 		$641K Sell
3,661
-475
-11% -$76.4K 0.05% 328
2024
Q2 		$658K Hold
4,136
– – 0.05% 314
2024
Q1 		$590K Hold
4,136
– – 0.05% 296
2023
Q4 		$567K Buy
4,136
+475
+13% +$62.7K 0.06% 280
2023
Q3 		$467K Buy
3,661
+206
+6% +$28.8K 0.05% 291
2023
Q2 		$491K Hold
3,455
– – 0.06% 284
2023
Q1 		$510K Hold
3,455
– – 0.05% 278
2022
Q4 		$529K Sell
3,455
-100
-3% -$14.8K 0.06% 263
2022
Q3 		$506K Sell
3,555
-25
-0.7% -$3.98K 0.06% 250
2022
Q2 		$545K Buy
3,580
+25
+0.7% +$3.94K 0.06% 259
2022
Q1 		$575K Buy
3,555
+375
+12% +$56.7K 0.06% 270
2021
Q4 		$497K Sell
3,180
-10
-0.3% -$1.48K 0.05% 286
2021
Q3 		$444K Buy
3,190
+375
+13% +$54.8K 0.05% 282
2021
Q2 		$391K Buy
+2,815
New +$403K 0.06% 270

Other funds holding VPU

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essex Financial Services's VPU Position: Q2 2026 in Review

Essex Financial Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 3,675 shares worth $719K. The position accounts for 0.04% of the portfolio, ranked #389.

Essex Financial Services first reported a position in VPU in Q2 2021 and has held it in 21 quarters since. The position peaked at $730K in Q2 2025. 552 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Essex Financial Services held 3,675 shares of Vanguard Utilities ETF worth $719K as of Q2 2026.
  • Essex Financial Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.04% of Essex Financial Services's portfolio in Q2 2026, its #389 holding.
  • Essex Financial Services first reported a position in Vanguard Utilities ETF in Q2 2021 and has held it in 21 quarters since.
  • Essex Financial Services's Vanguard Utilities ETF position peaked at $730K in Q2 2025.
  • 552 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.