HWA
VPU

HHM Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

HHM Wealth 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 		– Sell
-36
Closed -$7.13K – 951
2026
Q1 		$7.13K Hold
36
– – ﹤0.01% 681
2025
Q4 		$6.66K Buy
+36
New +$6.91K ﹤0.01% 666

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

HHM Wealth Advisors's VPU Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 36 shares — an estimated $7.13K sold.

HHM Wealth Advisors first reported a position in VPU in Q4 2025 and held it in 2 quarters. The position peaked at $7.13K in Q1 2026. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 36 Vanguard Utilities ETF shares in Q2 2026, an estimated $7.13K.
  • HHM Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Vanguard Utilities ETF position peaked at $7.13K in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.