Focus Partners Wealth
VPU

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

Focus Partners Wealth’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 		$2.14M Sell
10,958
-983
-8% -$193K ﹤0.01% 1328
2026
Q1 		$2.37M Buy
11,941
+431
+4% +$83.7K ﹤0.01% 1247
2025
Q4 		$2.13M Buy
11,510
+490
+4% +$94.1K ﹤0.01% 1298
2025
Q3 		$2.09M Buy
11,020
+848
+8% +$155K ﹤0.01% 999
2025
Q2 		$1.8M Buy
10,172
+177
+2% +$30.5K ﹤0.01% 935
2025
Q1 		$1.71M Sell
9,995
-322
-3% -$54.4K ﹤0.01% 894
2024
Q4 		$1.69M Sell
10,317
-422
-4% -$72.2K ﹤0.01% 888
2024
Q3 		$1.87M Buy
10,739
+2,026
+23% +$326K 0.01% 779
2024
Q2 		$1.29M Buy
8,713
+6,103
+234% +$909K ﹤0.01% 746
2024
Q1 		$372K Buy
+2,610
New +$353K ﹤0.01% 786

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 Partners Wealth's VPU Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Utilities ETF (VPU) stake by 8.2% in Q2 2026, selling an estimated $193K and leaving 10,958 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Focus Partners Wealth first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.37M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Focus Partners Wealth held 10,958 shares of Vanguard Utilities ETF worth $2.14M as of Q2 2026.
  • Focus Partners Wealth sold 983 Vanguard Utilities ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Utilities ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1328 holding.
  • Focus Partners Wealth first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Vanguard Utilities ETF position peaked at $2.37M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.