Financial Perspectives’s Vanguard Utilities ETF VPU Stock Holding History

Financial Perspectives’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	$162K	Hold	828	–	–	0.04%	192
2026 Q1	$164K	Hold	828	–	–	0.05%	183
2025 Q4	$153K	Hold	828	–	–	0.04%	183
2025 Q3	$157K	Hold	828	–	–	0.04%	185
2025 Q2	$146K	Hold	828	–	–	0.04%	180
2025 Q1	$141K	Hold	828	–	–	0.05%	174
2024 Q4	$135K	Hold	828	–	–	0.05%	181
2024 Q3	$144K	Hold	828	–	–	0.05%	172
2024 Q2	$122K	Hold	828	–	–	0.05%	182
2024 Q1	$118K	Hold	828	–	–	0.04%	185
2023 Q4	$113K	Hold	828	–	–	0.05%	187
2023 Q3	$106K	Hold	828	–	–	0.05%	179
2023 Q2	$118K	Hold	828	–	–	0.05%	166
2023 Q1	$122K	Hold	828	–	–	0.06%	163
2022 Q4	$127K	Hold	828	–	–	0.07%	152
2022 Q3	$118K	Hold	828	–	–	0.07%	157
2022 Q2	$126K	Buy	828 +62	+8%	+$9.76K	0.07%	154
2022 Q1	$124K	Hold	766	–	–	0.06%	167
2021 Q4	$120K	Hold	766	–	–	0.06%	159
2021 Q3	$107K	Hold	766	–	–	0.05%	168
2021 Q2	$106K	Hold	766	–	–	0.05%	181
2021 Q1	$108K	Hold	766	–	–	0.06%	172
2020 Q4	$105K	Hold	766	–	–	0.06%	164
2020 Q3	$98.9K	Hold	766	–	–	0.07%	152
2020 Q2	$94.7K	Hold	766	–	–	0.07%	142
2020 Q1	$93.4K	Buy	766 +333	+77%	+$46.8K	0.08%	118
2019 Q4	$61.9K	Buy	+433	New	+$60.9K	0.04%	160

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

Financial Perspectives's VPU Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 828 shares worth $162K. The position accounts for 0.04% of the portfolio, ranked #192.

Financial Perspectives first reported a position in VPU in Q4 2019 and has held it in 27 quarters since. The position peaked at $164K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Financial Perspectives held 828 shares of Vanguard Utilities ETF worth $162K as of Q2 2026.
Financial Perspectives left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.04% of Financial Perspectives's portfolio in Q2 2026, its #192 holding.
Financial Perspectives first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Vanguard Utilities ETF position peaked at $164K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.