EWA
VPU

EverSource Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

EverSource Wealth Advisors’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 		$93K Sell
475
-275
-37% -$53.9K ﹤0.01% 1425
2026
Q1 		$149K Buy
750
+275
+58% +$53.4K ﹤0.01% 1214
2025
Q4 		$87.9K Buy
475
+100
+27% +$19.2K ﹤0.01% 1390
2025
Q3 		$71K Hold
375
– – ﹤0.01% 1460
2025
Q2 		$66.2K Buy
375
+50
+15% +$8.63K ﹤0.01% 1444
2025
Q1 		$55.5K Hold
325
– – ﹤0.01% 1191
2024
Q4 		$53.1K Hold
325
– – ﹤0.01% 1162
2024
Q3 		$56.6K Hold
325
– – ﹤0.01% 1015
2024
Q2 		$51.4K Hold
325
– – ﹤0.01% 1075
2024
Q1 		$47.1K Buy
325
+187
+136% +$25.3K ﹤0.01% 1009
2023
Q4 		$18.9K Sell
138
-345
-71% -$45.5K ﹤0.01% 1256
2023
Q3 		$61.6K Buy
483
+345
+250% +$48.3K 0.01% 740
2023
Q2 		$19.6K Sell
138
-90
-39% -$13.2K ﹤0.01% 1162
2023
Q1 		$33.7K Buy
+228
New +$33.7K ﹤0.01% 921
2022
Q4 		– Sell
-46
Closed -$7K – 2435
2022
Q3 		$7K Buy
+46
New +$7.33K ﹤0.01% 1265

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

EverSource Wealth Advisors's VPU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 37% in Q2 2026, selling an estimated $53.9K and leaving 475 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

EverSource Wealth Advisors first reported a position in VPU in Q3 2022 and has held it in 15 quarters since. The position peaked at $149K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • EverSource Wealth Advisors held 475 shares of Vanguard Utilities ETF worth $93K as of Q2 2026.
  • EverSource Wealth Advisors sold 275 Vanguard Utilities ETF shares in Q2 2026, an estimated $53.9K.
  • Vanguard Utilities ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1425 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Vanguard Utilities ETF position peaked at $149K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.