FFN
VPU

Focus Financial Network’s Vanguard Utilities ETF VPU Stock Holding History

Focus Financial Network’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 		$901K Sell
4,601
-811
-15% -$159K 0.03% 365
2026
Q1 		$1.07M Buy
5,412
+902
+20% +$175K 0.04% 302
2025
Q4 		$835K Buy
4,510
+2,278
+102% +$437K 0.03% 342
2025
Q3 		$423K Sell
2,232
-4,459
-67% -$817K 0.02% 495
2025
Q2 		$1.18M Buy
6,691
+4,309
+181% +$743K 0.05% 268
2025
Q1 		$407K Buy
2,382
+152
+7% +$25.7K 0.02% 464
2024
Q4 		$364K Buy
2,230
+6
+0.3% +$1.03K 0.01% 497
2024
Q3 		$390K Buy
2,224
+273
+14% +$43.9K 0.02% 471
2024
Q2 		$298K Buy
1,951
+16
+0.8% +$2.38K 0.01% 530
2024
Q1 		$270K Sell
1,935
-206
-10% -$27.8K 0.01% 514
2023
Q4 		$293K Sell
2,141
-1,237
-37% -$163K 0.01% 584
2023
Q3 		$435K Buy
3,378
+23
+0.7% +$3.22K 0.02% 382
2023
Q2 		$481K Buy
3,355
+1,846
+122% +$270K 0.03% 371
2023
Q1 		$223K Sell
1,509
-39
-3% -$5.77K 0.01% 516
2022
Q4 		$237K Buy
+1,548
New +$229K 0.02% 416

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

Focus Financial Network's VPU Position: Q2 2026 in Review

Focus Financial Network reduced its Vanguard Utilities ETF (VPU) stake by 15% in Q2 2026, selling an estimated $159K and leaving 4,601 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #365.

Focus Financial Network first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q2 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Focus Financial Network held 4,601 shares of Vanguard Utilities ETF worth $901K as of Q2 2026.
  • Focus Financial Network sold 811 Vanguard Utilities ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Utilities ETF made up 0.03% of Focus Financial Network's portfolio in Q2 2026, its #365 holding.
  • Focus Financial Network first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Focus Financial Network's Vanguard Utilities ETF position peaked at $1.18M in Q2 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.