FIA
VPU

Foundations Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Foundations Investment 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 		$6.56M Buy
33,513
+1,311
+4% +$257K 0.07% 216
2026
Q1 		$6.38M Buy
32,202
+1,636
+5% +$318K 0.08% 195
2025
Q4 		$5.66M Buy
30,566
+356
+1% +$68.3K 0.07% 209
2025
Q3 		$5.72M Buy
30,210
+1,153
+4% +$211K 0.08% 186
2025
Q2 		$5.13M Buy
29,057
+2,156
+8% +$372K 0.08% 194
2025
Q1 		$4.59M Buy
26,901
+478
+2% +$80.7K 0.08% 208
2024
Q4 		$4.32M Buy
26,423
+1,009
+4% +$173K 0.08% 203
2024
Q3 		$4.42M Buy
25,414
+1,664
+7% +$267K 0.09% 188
2024
Q2 		$3.51M Buy
23,750
+856
+4% +$128K 0.09% 182
2024
Q1 		$3.26M Buy
22,894
+738
+3% +$99.7K 0.09% 185
2023
Q4 		$3M Buy
22,156
+4,654
+27% +$614K 0.08% 181
2023
Q3 		$2.23M Buy
17,502
+4,775
+38% +$668K 0.07% 210
2023
Q2 		$1.81M Buy
12,727
+4,264
+50% +$625K 0.06% 203
2023
Q1 		$1.25M Buy
+8,463
New +$1.25M 0.04% 209
2022
Q2 		– Sell
-29,853
Closed -$4.92M – 422
2022
Q1 		$4.92M Buy
+29,853
New +$4.51M 0.19% 47
2020
Q4 		– Sell
-14,190
Closed -$1.87M – 208
2020
Q3 		$1.87M Buy
+14,190
New +$1.84M 0.41% 39

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

Foundations Investment Advisors's VPU Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 4.1% in Q2 2026, buying an estimated $257K and bringing the position to 33,513 shares worth $6.56M. The position accounts for 0.07% of the portfolio, ranked #216.

Foundations Investment Advisors first reported a position in VPU in Q3 2020 and has held it in 16 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Foundations Investment Advisors held 33,513 shares of Vanguard Utilities ETF worth $6.56M as of Q2 2026.
  • Foundations Investment Advisors bought 1,311 Vanguard Utilities ETF shares in Q2 2026, an estimated $257K.
  • Vanguard Utilities ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #216 holding.
  • Foundations Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 16 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.