FRA
VPU

FFG Retirement Advisors’s Vanguard Utilities ETF VPU Stock Holding History

FFG Retirement 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 		$3.23M Buy
16,509
+303
+2% +$59.4K 1.71% 27
2026
Q1 		$3.21M Buy
16,206
+2,269
+16% +$441K 1.87% 22
2025
Q4 		$2.58M Sell
13,937
-472
-3% -$90.6K 1.6% 27
2025
Q3 		$2.73M Sell
14,409
-86
-0.6% -$15.8K 1.69% 25
2025
Q2 		$2.56M Buy
14,495
+55
+0.4% +$9.49K 1.6% 26
2025
Q1 		$2.47M Sell
14,440
-9,466
-40% -$1.6M 1.68% 22
2024
Q4 		$3.91M Sell
23,906
-1,314
-5% -$225K 2.55% 14
2024
Q3 		$4.39M Sell
25,220
-506
-2% -$81.3K 2.86% 11
2024
Q2 		$3.81M Sell
25,726
-854
-3% -$127K 2.65% 12
2024
Q1 		$3.79M Buy
26,580
+658
+3% +$88.9K 2.67% 13
2023
Q4 		$3.55M Sell
25,922
-1,288
-5% -$170K 2.74% 14
2023
Q3 		$3.47M Buy
27,210
+2,139
+9% +$299K 2.88% 13
2023
Q2 		$3.56M Buy
25,071
+6,783
+37% +$994K 2.85% 12
2023
Q1 		$2.7M Sell
18,288
-1,159
-6% -$172K 2.31% 15
2022
Q4 		$2.98M Buy
+19,447
New +$2.88M 2.72% 12

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

FFG Retirement Advisors's VPU Position: Q2 2026 in Review

FFG Retirement Advisors increased its Vanguard Utilities ETF (VPU) stake by 1.9% in Q2 2026, buying an estimated $59.4K and bringing the position to 16,509 shares worth $3.23M. The position accounts for 1.71% of the portfolio, ranked #27.

FFG Retirement Advisors first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.39M in Q3 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • FFG Retirement Advisors held 16,509 shares of Vanguard Utilities ETF worth $3.23M as of Q2 2026.
  • FFG Retirement Advisors bought 303 Vanguard Utilities ETF shares in Q2 2026, an estimated $59.4K.
  • Vanguard Utilities ETF made up 1.71% of FFG Retirement Advisors's portfolio in Q2 2026, its #27 holding.
  • FFG Retirement Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's Vanguard Utilities ETF position peaked at $4.39M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.