Founders Grove Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Founders Grove Wealth Partners’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	$1.53M	Sell	7,821 -331	-4%	-$64.9K	0.31%	71
2026 Q1	$1.62M	Buy	8,152 +440	+6%	+$85.5K	0.37%	58
2025 Q4	$1.43M	Sell	7,712 -99	-1%	-$19K	0.32%	61
2025 Q3	$1.48M	Sell	7,811 -96	-1%	-$17.6K	0.35%	56
2025 Q2	$1.4M	Buy	7,907 +22	+0.3%	+$3.79K	0.35%	56
2025 Q1	$1.35M	Buy	7,885 +629	+9%	+$106K	0.38%	55
2024 Q4	$1.19M	Buy	+7,256	New	+$1.24M	0.34%	59

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Founders Grove Wealth Partners's VPU Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Utilities ETF (VPU) stake by 4.1% in Q2 2026, selling an estimated $64.9K and leaving 7,821 shares worth $1.53M. The position accounts for 0.31% of the portfolio, ranked #71.

Founders Grove Wealth Partners first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Founders Grove Wealth Partners held 7,821 shares of Vanguard Utilities ETF worth $1.53M as of Q2 2026.
Founders Grove Wealth Partners sold 331 Vanguard Utilities ETF shares in Q2 2026, an estimated $64.9K.
Vanguard Utilities ETF made up 0.31% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #71 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Founders Grove Wealth Partners's Vanguard Utilities ETF position peaked at $1.62M in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.