HI
VPU

Harbour Investments’s Vanguard Utilities ETF VPU Stock Holding History

Harbour Investments’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 		$9.93M Buy
50,755
+1,890
+4% +$371K 0.13% 141
2026
Q1 		$9.68M Buy
48,865
+21,328
+77% +$4.14M 0.15% 130
2025
Q4 		$5.1M Buy
27,537
+4,040
+17% +$776K 0.1% 189
2025
Q3 		$4.45M Buy
23,497
+8,254
+54% +$1.51M 0.1% 186
2025
Q2 		$2.69M Buy
15,243
+2,845
+23% +$491K 0.07% 259
2025
Q1 		$2.12M Buy
12,398
+755
+6% +$128K 0.06% 279
2024
Q4 		$1.9M Sell
11,643
-9,139
-44% -$1.56M 0.05% 302
2024
Q3 		$3.62M Buy
20,782
+549
+3% +$88.2K 0.11% 154
2024
Q2 		$2.99M Buy
20,233
+1,435
+8% +$214K 0.1% 186
2024
Q1 		$2.68M Sell
18,798
-215
-1% -$29.1K 0.1% 196
2023
Q4 		$2.61M Buy
19,013
+5,494
+41% +$725K 0.11% 182
2023
Q3 		$1.72M Sell
13,519
-152
-1% -$21.3K 0.09% 227
2023
Q2 		$1.94M Buy
13,671
+970
+8% +$142K 0.1% 211
2023
Q1 		$1.87M Sell
12,701
-64
-0.5% -$9.47K 0.1% 190
2022
Q4 		$1.96M Buy
12,765
+4,044
+46% +$599K 0.12% 169
2022
Q3 		$1.33M Hold
8,721
– – 0.09% 219
2022
Q2 		$1.33M Buy
+8,721
New +$1.37M 0.09% 219
2021
Q4 		$476K Sell
3,042
-11,767
-79% -$1.74M 0.03% 441
2021
Q3 		$2.06M Sell
14,809
-2,422
-14% -$354K 0.07% 276
2021
Q2 		$2.39M Sell
17,231
-4,631
-21% -$664K 0.08% 244
2021
Q1 		$3.07M Buy
+21,862
New +$2.98M 0.11% 172

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

Harbour Investments's VPU Position: Q2 2026 in Review

Harbour Investments increased its Vanguard Utilities ETF (VPU) stake by 3.9% in Q2 2026, buying an estimated $371K and bringing the position to 50,755 shares worth $9.93M. The position accounts for 0.13% of the portfolio, ranked #141.

Harbour Investments first reported a position in VPU in Q1 2021 and has held it in 21 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Harbour Investments held 50,755 shares of Vanguard Utilities ETF worth $9.93M as of Q2 2026.
  • Harbour Investments bought 1,890 Vanguard Utilities ETF shares in Q2 2026, an estimated $371K.
  • Vanguard Utilities ETF made up 0.13% of Harbour Investments's portfolio in Q2 2026, its #141 holding.
  • Harbour Investments first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 21 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.