FWP
VPU

FAS Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

FAS Wealth Partners’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 		$146K Sell
748
-210
-22% -$41.2K 0.01% 367
2026
Q1 		$190K Buy
958
+795
+488% +$154K 0.01% 345
2025
Q4 		$30.1K Buy
163
+1
+0.6% +$192 ﹤0.01% 419
2025
Q3 		$30.6K Sell
162
-135
-45% -$24.7K ﹤0.01% 393
2025
Q2 		$52.5K Buy
297
+2
+0.7% +$345 ﹤0.01% 364
2025
Q1 		$50.5K Buy
295
+2
+0.7% +$338 ﹤0.01% 340
2024
Q4 		$47.9K Buy
293
+4
+1% +$685 ﹤0.01% 352
2024
Q3 		$50.3K Buy
289
+134
+86% +$21.5K ﹤0.01% 354
2024
Q2 		$22.9K Hold
155
– – ﹤0.01% 376
2024
Q1 		$22K Buy
155
+2
+1% +$270 ﹤0.01% 388
2023
Q4 		$21K Buy
153
+3
+2% +$396 ﹤0.01% 381
2023
Q3 		$19.2K Buy
150
+1
+0.7% +$140 ﹤0.01% 374
2023
Q2 		$21.2K Hold
149
– – ﹤0.01% 352
2023
Q1 		$22K Buy
149
+1
+0.7% +$148 ﹤0.01% 372
2022
Q4 		$22.7K Buy
148
+2
+1% +$296 ﹤0.01% 364
2022
Q3 		$21K Hold
146
– – ﹤0.01% 346
2022
Q2 		$22K Buy
146
+2
+1% +$315 ﹤0.01% 352
2022
Q1 		$23K Hold
144
– – ﹤0.01% 357
2021
Q4 		$22K Buy
144
+3
+2% +$442 ﹤0.01% 372
2021
Q3 		$20K Hold
141
– – ﹤0.01% 369
2021
Q2 		$20K Buy
141
+1
+0.7% +$143 ﹤0.01% 350
2021
Q1 		$20K Buy
140
+1
+0.7% +$136 ﹤0.01% 324
2020
Q4 		$19K Buy
+139
New +$19.2K ﹤0.01% 311

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

FAS Wealth Partners's VPU Position: Q2 2026 in Review

FAS Wealth Partners reduced its Vanguard Utilities ETF (VPU) stake by 22% in Q2 2026, selling an estimated $41.2K and leaving 748 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #367.

FAS Wealth Partners first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $190K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • FAS Wealth Partners held 748 shares of Vanguard Utilities ETF worth $146K as of Q2 2026.
  • FAS Wealth Partners sold 210 Vanguard Utilities ETF shares in Q2 2026, an estimated $41.2K.
  • Vanguard Utilities ETF made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #367 holding.
  • FAS Wealth Partners first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • FAS Wealth Partners's Vanguard Utilities ETF position peaked at $190K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.