HFA
VPU

Hershey Financial Advisers’s Vanguard Utilities ETF VPU Stock Holding History

Hershey Financial Advisers’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 		$1.55M Sell
7,895
-811
-9% -$159K 1.11% 36
2026
Q1 		$1.72M Sell
8,706
-854
-9% -$166K 1.49% 21
2025
Q4 		$1.77M Sell
9,560
-366
-4% -$70.3K 1.5% 19
2025
Q3 		$1.88M Buy
9,926
+108
+1% +$19.8K 1.61% 19
2025
Q2 		$1.73M Buy
+9,818
New +$1.69M 1.55% 21
2024
Q4 		$1.81M Buy
+11,089
New +$1.9M 1.6% 19
2024
Q2 		$1.71M Buy
+11,554
New +$1.72M 1.53% 10

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

Hershey Financial Advisers's VPU Position: Q2 2026 in Review

Hershey Financial Advisers reduced its Vanguard Utilities ETF (VPU) stake by 9.3% in Q2 2026, selling an estimated $159K and leaving 7,895 shares worth $1.55M. The position accounts for 1.11% of the portfolio, ranked #36.

Hershey Financial Advisers first reported a position in VPU in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.88M in Q3 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Hershey Financial Advisers held 7,895 shares of Vanguard Utilities ETF worth $1.55M as of Q2 2026.
  • Hershey Financial Advisers sold 811 Vanguard Utilities ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Utilities ETF made up 1.11% of Hershey Financial Advisers's portfolio in Q2 2026, its #36 holding.
  • Hershey Financial Advisers first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 7 quarters since.
  • Hershey Financial Advisers's Vanguard Utilities ETF position peaked at $1.88M in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.