GMA
VPU

Glassy Mountain Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Glassy Mountain 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 		$2.8M Sell
14,320
-448
-3% -$87.9K 0.77% 43
2026
Q1 		$2.93M Buy
14,768
+603
+4% +$117K 0.91% 40
2025
Q4 		$2.62M Sell
14,165
-478
-3% -$91.8K 0.79% 42
2025
Q3 		$2.77M Sell
14,643
-1,829
-11% -$335K 0.83% 42
2025
Q2 		$2.91M Sell
16,472
-12
-0.1% -$2.07K 0.94% 39
2025
Q1 		$2.82M Buy
16,484
+450
+3% +$76K 1% 37
2024
Q4 		$2.62M Buy
16,034
+1,549
+11% +$265K 0.9% 36
2024
Q3 		$2.52M Buy
14,485
+439
+3% +$70.6K 0.89% 36
2024
Q2 		$2.08M Buy
14,046
+226
+2% +$33.7K 0.77% 37
2024
Q1 		$1.97M Buy
13,820
+554
+4% +$74.9K 0.74% 38
2023
Q4 		$1.82M Buy
13,266
+1,845
+16% +$244K 0.75% 39
2023
Q3 		$1.39M Buy
11,421
+715
+7% +$100K 0.66% 38
2023
Q2 		$1.52M Buy
+10,706
New +$1.57M 0.68% 40

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

Glassy Mountain Advisors's VPU Position: Q2 2026 in Review

Glassy Mountain Advisors reduced its Vanguard Utilities ETF (VPU) stake by 3% in Q2 2026, selling an estimated $87.9K and leaving 14,320 shares worth $2.8M. The position accounts for 0.77% of the portfolio, ranked #43.

Glassy Mountain Advisors first reported a position in VPU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.93M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Glassy Mountain Advisors held 14,320 shares of Vanguard Utilities ETF worth $2.8M as of Q2 2026.
  • Glassy Mountain Advisors sold 448 Vanguard Utilities ETF shares in Q2 2026, an estimated $87.9K.
  • Vanguard Utilities ETF made up 0.77% of Glassy Mountain Advisors's portfolio in Q2 2026, its #43 holding.
  • Glassy Mountain Advisors first reported a position in Vanguard Utilities ETF in Q2 2023 and has held it in 13 quarters since.
  • Glassy Mountain Advisors's Vanguard Utilities ETF position peaked at $2.93M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Glassy Mountain Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.