Family Investment Center’s Vanguard Utilities ETF VPU Stock Holding History

Family Investment Center’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	$200K	Sell	1,024 -48	-4%	-$9.41K	0.03%	119
2026 Q1	$212K	Buy	+1,072	New	+$208K	0.04%	86
2025 Q4	–	Sell	-1,066	Closed	-$202K	–	112
2025 Q3	$202K	Buy	+1,066	New	+$195K	0.04%	98
2023 Q3	–	Sell	-1,603	Closed	-$228K	–	58
2023 Q2	$228K	Sell	1,603 -363	-18%	-$53.2K	0.15%	44
2023 Q1	$290K	Sell	1,966 -412	-17%	-$61K	0.2%	38
2022 Q4	$365K	Buy	+2,378	New	+$352K	0.27%	31

Other funds holding VPU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Family Investment Center's VPU Position: Q2 2026 in Review

Family Investment Center reduced its Vanguard Utilities ETF (VPU) stake by 4.5% in Q2 2026, selling an estimated $9.41K and leaving 1,024 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #119.

Family Investment Center first reported a position in VPU in Q4 2022 and has held it in 6 quarters since. The position peaked at $365K in Q4 2022. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Family Investment Center held 1,024 shares of Vanguard Utilities ETF worth $200K as of Q2 2026.
Family Investment Center sold 48 Vanguard Utilities ETF shares in Q2 2026, an estimated $9.41K.
Vanguard Utilities ETF made up 0.03% of Family Investment Center's portfolio in Q2 2026, its #119 holding.
Family Investment Center first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 6 quarters since.
Family Investment Center's Vanguard Utilities ETF position peaked at $365K in Q4 2022.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.