Goldstone Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Goldstone Financial Group’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	$8.2M	Sell	41,908 -6,633	-14%	-$1.3M	0.75%	33
2026 Q1	$9.62M	Sell	48,541 -2,796	-5%	-$543K	1.04%	25
2025 Q4	$9.5M	Buy	51,337 +2,060	+4%	+$395K	1.06%	29
2025 Q3	$9.33M	Buy	49,277 +11,769	+31%	+$2.16M	1.1%	28
2025 Q2	$6.64M	Buy	37,508 +1,071	+3%	+$185K	0.88%	34
2025 Q1	$6.22M	Buy	36,437 +5,545	+18%	+$937K	0.94%	32
2024 Q4	$5.05M	Buy	30,892 +3,012	+11%	+$515K	0.79%	36
2024 Q3	$4.85M	Buy	27,880 +7,036	+34%	+$1.13M	0.84%	34
2024 Q2	$3.08M	Buy	+20,844	New	+$3.11M	0.62%	42

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

Goldstone Financial Group's VPU Position: Q2 2026 in Review

Goldstone Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 14% in Q2 2026, selling an estimated $1.3M and leaving 41,908 shares worth $8.2M. The position accounts for 0.75% of the portfolio, ranked #33.

Goldstone Financial Group first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.62M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Goldstone Financial Group held 41,908 shares of Vanguard Utilities ETF worth $8.2M as of Q2 2026.
Goldstone Financial Group sold 6,633 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Utilities ETF made up 0.75% of Goldstone Financial Group's portfolio in Q2 2026, its #33 holding.
Goldstone Financial Group first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Goldstone Financial Group's Vanguard Utilities ETF position peaked at $9.62M in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.