FFA
VPU

Founders Financial Alliance’s Vanguard Utilities ETF VPU Stock Holding History

Founders Financial Alliance’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 		$946K Buy
4,835
+3
+0.1% +$588 0.13% 159
2026
Q1 		$957K Buy
4,832
+25
+0.5% +$4.86K 0.17% 128
2025
Q4 		$889K Sell
4,807
-20
-0.4% -$3.84K 0.17% 119
2025
Q3 		$914K Buy
4,827
+26
+0.5% +$4.76K 0.17% 118
2025
Q2 		$847K Buy
4,801
+2
+0% +$345 0.19% 112
2025
Q1 		$820K Buy
4,799
+3
+0.1% +$507 0.2% 107
2024
Q4 		$784K Buy
4,796
+6
+0.1% +$1.03K 0.22% 101
2024
Q3 		$834K Buy
4,790
+3
+0.1% +$482 0.23% 96
2024
Q2 		$708K Sell
4,787
-1,696
-26% -$253K 0.21% 104
2024
Q1 		$924K Buy
6,483
+3
+0% +$405 0.28% 83
2023
Q4 		$888K Sell
6,480
-498
-7% -$65.7K 0.34% 65
2023
Q3 		$890K Buy
6,978
+2
+0% +$280 0.39% 59
2023
Q2 		$992K Hold
6,976
– – 0.39% 60
2023
Q1 		$1.03M Buy
6,976
+2
+0% +$296 0.51% 47
2022
Q4 		$1.07M Buy
6,974
+5
+0.1% +$741 0.49% 51
2022
Q3 		$991K Hold
6,969
– – 0.5% 54
2022
Q2 		$1.06M Buy
6,969
+2
+0% +$315 0.54% 42
2022
Q1 		$1.13M Sell
6,967
-87
-1% -$13.2K 0.5% 52
2021
Q4 		$1.1M Buy
7,054
+6
+0.1% +$885 0.44% 56
2021
Q3 		$981K Sell
7,048
-341
-5% -$49.8K 0.46% 55
2021
Q2 		$1.03M Buy
7,389
+3
+0% +$430 0.47% 51
2021
Q1 		$1.05M Buy
7,386
+3
+0% +$409 0.52% 48
2020
Q4 		$1.01M Buy
7,383
+3
+0% +$414 0.57% 38
2020
Q3 		$952K Buy
+7,380
New +$955K 0.57% 36

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

Founders Financial Alliance's VPU Position: Q2 2026 in Review

Founders Financial Alliance increased its Vanguard Utilities ETF (VPU) stake by 0.06% in Q2 2026, buying an estimated $588 and bringing the position to 4,835 shares worth $946K. The position accounts for 0.13% of the portfolio, ranked #159.

Founders Financial Alliance first reported a position in VPU in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q1 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Founders Financial Alliance held 4,835 shares of Vanguard Utilities ETF worth $946K as of Q2 2026.
  • Founders Financial Alliance bought 3 Vanguard Utilities ETF shares in Q2 2026, an estimated $588.
  • Vanguard Utilities ETF made up 0.13% of Founders Financial Alliance's portfolio in Q2 2026, its #159 holding.
  • Founders Financial Alliance first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Utilities ETF position peaked at $1.13M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.