Guidance Point Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Guidance Point 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	$2.1M	Buy	10,731 +109	+1%	+$21.4K	0.44%	31
2026 Q1	$2.11M	Buy	10,622 +194	+2%	+$37.7K	0.5%	29
2025 Q4	$1.93M	Buy	10,428 +344	+3%	+$66K	0.45%	30
2025 Q3	$1.91M	Buy	10,084 +131	+1%	+$24K	0.46%	31
2025 Q2	$1.76M	Buy	9,953 +173	+2%	+$29.8K	0.45%	31
2025 Q1	$1.67M	Buy	9,780 +135	+1%	+$22.8K	0.48%	31
2024 Q4	$1.58M	Buy	9,645 +220	+2%	+$37.7K	0.44%	33
2024 Q3	$1.64M	Buy	9,425 +188	+2%	+$30.2K	0.48%	33
2024 Q2	$1.37M	Sell	9,237 -88	-0.9%	-$13.1K	0.43%	32
2024 Q1	$1.33M	Sell	9,325 -945	-9%	-$128K	0.43%	33
2023 Q4	$1.41M	Sell	10,270 -1,489	-13%	-$197K	0.52%	32
2023 Q3	$1.5M	Buy	11,759 +69	+0.6%	+$9.65K	0.61%	29
2023 Q2	$1.66M	Buy	11,690 +234	+2%	+$34.3K	0.64%	29
2023 Q1	$1.69M	Buy	11,456 +242	+2%	+$35.8K	0.68%	29
2022 Q4	$1.72M	Sell	11,214 -1,185	-10%	-$176K	0.73%	28
2022 Q3	$1.76M	Hold	12,399	–	–	0.81%	30
2022 Q2	$1.89M	Buy	12,399 +961	+8%	+$151K	0.82%	31
2022 Q1	$1.86M	Buy	11,438 +115	+1%	+$17.4K	0.7%	27
2021 Q4	$1.77M	Sell	11,323 -156	-1%	-$23K	0.64%	28
2021 Q3	$1.6M	Buy	11,479 +225	+2%	+$32.9K	0.58%	27
2021 Q2	$1.56M	Buy	11,254 +183	+2%	+$26.2K	0.61%	28
2021 Q1	$1.55M	Buy	11,071 +1,046	+10%	+$142K	0.64%	28
2020 Q4	$1.38M	Sell	10,025 -2	-0%	-$276	0.63%	30
2020 Q3	$1.29M	Sell	10,027 -750	-7%	-$97K	0.71%	30
2020 Q2	$1.33M	Buy	10,777 +432	+4%	+$54.7K	0.74%	29
2020 Q1	$1.26M	Buy	10,345 +24	+0.2%	+$3.37K	0.82%	27
2019 Q4	$1.48M	Buy	10,321 +129	+1%	+$18.1K	0.72%	27
2019 Q3	$1.46M	Buy	10,192 +174	+2%	+$23.9K	0.8%	26
2019 Q2	$1.33M	Sell	10,018 -167	-2%	-$21.8K	0.75%	27
2019 Q1	$1.32M	Buy	10,185 +53	+0.5%	+$6.57K	0.78%	27
2018 Q4	$1.19M	Buy	+10,132	New	+$1.23M	0.78%	26

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

Guidance Point Advisors's VPU Position: Q2 2026 in Review

Guidance Point Advisors increased its Vanguard Utilities ETF (VPU) stake by 1% in Q2 2026, buying an estimated $21.4K and bringing the position to 10,731 shares worth $2.1M. The position accounts for 0.44% of the portfolio, ranked #31.

Guidance Point Advisors first reported a position in VPU in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.11M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Guidance Point Advisors held 10,731 shares of Vanguard Utilities ETF worth $2.1M as of Q2 2026.
Guidance Point Advisors bought 109 Vanguard Utilities ETF shares in Q2 2026, an estimated $21.4K.
Vanguard Utilities ETF made up 0.44% of Guidance Point Advisors's portfolio in Q2 2026, its #31 holding.
Guidance Point Advisors first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 31 quarters since.
Guidance Point Advisors's Vanguard Utilities ETF position peaked at $2.11M in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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