Guardian Wealth Advisors (North Carolina)’s Vanguard Utilities ETF VPU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-38	Closed	-$7.53K	–	603
2026 Q1	$7.53K	Buy	+38	New	+$7.38K	﹤0.01%	553
2025 Q3	–	Sell	-54	Closed	-$9.53K	–	551
2025 Q2	$9.53K	Sell	54 -41	-43%	-$7.07K	﹤0.01%	485
2025 Q1	$16.2K	Sell	95 -52	-35%	-$8.78K	﹤0.01%	441
2024 Q4	$24K	Buy	147 +36	+32%	+$6.16K	﹤0.01%	403
2024 Q3	$19.3K	Hold	111	–	–	﹤0.01%	357
2024 Q2	$16.4K	Sell	111 -29	-21%	-$4.32K	﹤0.01%	351
2024 Q1	$20K	Sell	140 -8	-5%	-$1.08K	﹤0.01%	362
2023 Q4	$20.3K	Buy	+148	New	+$19.5K	﹤0.01%	352

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

Guardian Wealth Advisors (North Carolina)'s VPU Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 38 shares — an estimated $7.53K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in VPU in Q4 2023 and held it in 8 quarters. The position peaked at $24K in Q4 2024. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 38 Vanguard Utilities ETF shares in Q2 2026, an estimated $7.53K.
Guardian Wealth Advisors (North Carolina) first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s Vanguard Utilities ETF position peaked at $24K in Q4 2024.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.