Evoke Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Evoke Wealth’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	–	Sell	-1,081	Closed	-$214K	–	646
2026 Q1	$214K	Hold	1,081	–	–	﹤0.01%	647
2025 Q4	$200K	Hold	1,081	–	–	﹤0.01%	642
2025 Q3	$205K	Buy	+1,081	New	+$198K	﹤0.01%	607
2023 Q4	–	Sell	-1,704	Closed	-$219K	–	356
2023 Q3	$219K	Sell	1,704 -10	-0.6%	-$1.4K	0.01%	341
2023 Q2	$246K	Hold	1,714	–	–	0.01%	315
2023 Q1	$253K	Hold	1,714	–	–	0.01%	299
2022 Q4	$263K	Sell	1,714 -14,750	-90%	-$2.19M	0.01%	300
2022 Q3	$2.36M	Buy	16,464 +14,610	+788%	+$2.33M	0.1%	94
2022 Q2	$282K	Hold	1,854	–	–	0.01%	274
2022 Q1	$300K	Buy	1,854 +1,258	+211%	+$190K	0.01%	294
2021 Q4	$93K	Hold	596	–	–	﹤0.01%	458
2021 Q3	$83K	Hold	596	–	–	﹤0.01%	448
2021 Q2	$83K	Sell	596 -41	-6%	-$5.88K	﹤0.01%	469
2021 Q1	$90K	Buy	637 +41	+7%	+$5.58K	﹤0.01%	389
2020 Q4	$82K	Hold	596	–	–	0.01%	318
2020 Q3	$77K	Hold	596	–	–	0.01%	312
2020 Q2	$74K	Hold	596	–	–	0.01%	309
2020 Q1	$72.7K	Buy	+596	New	+$83.8K	0.01%	303
2019 Q4	–	Sell	-567	Closed	-$82.1K	–	1478
2019 Q3	$82.1K	Buy	+567	New	+$77.8K	0.01%	400

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evoke Wealth's VPU Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 1,081 shares — an estimated $214K sold.

Evoke Wealth first reported a position in VPU in Q3 2019 and held it in 19 quarters. The position peaked at $2.36M in Q3 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Evoke Wealth reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,081 Vanguard Utilities ETF shares in Q2 2026, an estimated $214K.
Evoke Wealth first reported a position in Vanguard Utilities ETF in Q3 2019 and held it in 19 quarters.
Evoke Wealth's Vanguard Utilities ETF position peaked at $2.36M in Q3 2022.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.