FA
VPU

Fountainhead AM’s Vanguard Utilities ETF VPU Stock Holding History

Fountainhead AM’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 		$394 Buy
+2
New +$392 ﹤0.01% 221
2025
Q4 		– Sell
-1,616
Closed -$306K – 242
2025
Q3 		$306K Buy
+1,616
New +$296K 0.04% 165

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 22.9% 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

Fountainhead AM's VPU Position: Q2 2026 in Review

Fountainhead AM opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 2 shares worth $394. The stake represents ﹤0.01% of the portfolio and ranks #221 among its holdings. This is a return to the name: Fountainhead AM previously reported a position in VPU as recently as Q3 2025.

Fountainhead AM first reported a position in VPU in Q3 2025 and has held it in 2 quarters since. The position peaked at $306K in Q3 2025. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Fountainhead AM held 2 shares of Vanguard Utilities ETF worth $394 as of Q2 2026.
  • Vanguard Utilities ETF was a new Fountainhead AM position in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Fountainhead AM's portfolio in Q2 2026, its #221 holding.
  • Fountainhead AM first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 2 quarters since.
  • Fountainhead AM's Vanguard Utilities ETF position peaked at $306K in Q3 2025.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.