GAA
VPU

Guardian Asset Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Guardian Asset 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 		$276K Buy
1,411
+275
+24% +$53.9K 0.13% 108
2026
Q1 		$225K Sell
1,136
-151
-12% -$29.3K 0.13% 99
2025
Q4 		$238K Buy
1,287
+90
+8% +$17.3K 0.12% 99
2025
Q3 		$227K Buy
1,197
+55
+5% +$10.1K 0.12% 104
2025
Q2 		$202K Buy
+1,142
New +$197K 0.12% 104

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

Guardian Asset Advisors's VPU Position: Q2 2026 in Review

Guardian Asset Advisors increased its Vanguard Utilities ETF (VPU) stake by 24% in Q2 2026, buying an estimated $53.9K and bringing the position to 1,411 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #108.

Guardian Asset Advisors first reported a position in VPU in Q2 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Guardian Asset Advisors held 1,411 shares of Vanguard Utilities ETF worth $276K as of Q2 2026.
  • Guardian Asset Advisors bought 275 Vanguard Utilities ETF shares in Q2 2026, an estimated $53.9K.
  • Vanguard Utilities ETF made up 0.13% of Guardian Asset Advisors's portfolio in Q2 2026, its #108 holding.
  • Guardian Asset Advisors first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.