FCA
VPU

Fortis Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Fortis Capital 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 		$205K Buy
1,045
+18
+2% +$3.53K 0.02% 388
2026
Q1 		$204K Buy
+1,027
New +$200K 0.03% 359
2025
Q4 		– Sell
-1,089
Closed -$206K – 346
2025
Q3 		$206K Buy
+1,089
New +$199K 0.03% 267

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

Fortis Capital Advisors's VPU Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard Utilities ETF (VPU) stake by 1.8% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,045 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #388.

Fortis Capital Advisors first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. The position peaked at $206K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Fortis Capital Advisors held 1,045 shares of Vanguard Utilities ETF worth $205K as of Q2 2026.
  • Fortis Capital Advisors bought 18 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.53K.
  • Vanguard Utilities ETF made up 0.02% of Fortis Capital Advisors's portfolio in Q2 2026, its #388 holding.
  • Fortis Capital Advisors first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
  • Fortis Capital Advisors's Vanguard Utilities ETF position peaked at $206K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.