FCH
VPU

Freestone Capital Holdings’s Vanguard Utilities ETF VPU Stock Holding History

Freestone Capital Holdings’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 		$1.04M Buy
5,327
+3,939
+284% +$773K 0.03% 251
2026
Q1 		$275K Buy
+1,388
New +$270K 0.01% 458

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Freestone Capital Holdings's VPU Position: Q2 2026 in Review

Freestone Capital Holdings increased its Vanguard Utilities ETF (VPU) stake by 284% in Q2 2026, buying an estimated $773K and bringing the position to 5,327 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #251.

Freestone Capital Holdings first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Freestone Capital Holdings held 5,327 shares of Vanguard Utilities ETF worth $1.04M as of Q2 2026.
  • Freestone Capital Holdings bought 3,939 Vanguard Utilities ETF shares in Q2 2026, an estimated $773K.
  • Vanguard Utilities ETF made up 0.03% of Freestone Capital Holdings's portfolio in Q2 2026, its #251 holding.
  • Freestone Capital Holdings first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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