HA
VPU

Hegarty Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Hegarty 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 		$424K Buy
2,168
+228
+12% +$44.7K 0.29% 48
2026
Q1 		$384K Sell
1,940
-172
-8% -$33.4K 0.3% 47
2025
Q4 		$390K Buy
+2,112
New +$405K 0.34% 39

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Hegarty Advisors's VPU Position: Q2 2026 in Review

Hegarty Advisors increased its Vanguard Utilities ETF (VPU) stake by 12% in Q2 2026, buying an estimated $44.7K and bringing the position to 2,168 shares worth $424K. The position accounts for 0.29% of the portfolio, ranked #48.

Hegarty Advisors first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. 475 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Hegarty Advisors held 2,168 shares of Vanguard Utilities ETF worth $424K as of Q2 2026.
  • Hegarty Advisors bought 228 Vanguard Utilities ETF shares in Q2 2026, an estimated $44.7K.
  • Vanguard Utilities ETF made up 0.29% of Hegarty Advisors's portfolio in Q2 2026, its #48 holding.
  • Hegarty Advisors first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 475 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.