HI
VPU

Horizon Investments’s Vanguard Utilities ETF VPU Stock Holding History

Horizon 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 		$13.1K Sell
67
-67
-50% -$13.1K ﹤0.01% 1198
2026
Q1 		$26.6K Buy
134
+62
+86% +$12K ﹤0.01% 1160
2025
Q4 		$13.3K Buy
+72
New +$13.8K ﹤0.01% 1159
2023
Q4 		– Sell
-4,199
Closed -$536K – 872
2023
Q3 		$536K Buy
+4,199
New +$587K 0.02% 285

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 22.9% 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

Horizon Investments's VPU Position: Q2 2026 in Review

Horizon Investments reduced its Vanguard Utilities ETF (VPU) stake by 50% in Q2 2026, selling an estimated $13.1K and leaving 67 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Horizon Investments first reported a position in VPU in Q3 2023 and has held it in 4 quarters since. The position peaked at $536K in Q3 2023. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Horizon Investments held 67 shares of Vanguard Utilities ETF worth $13.1K as of Q2 2026.
  • Horizon Investments sold 67 Vanguard Utilities ETF shares in Q2 2026, an estimated $13.1K.
  • Vanguard Utilities ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1198 holding.
  • Horizon Investments first reported a position in Vanguard Utilities ETF in Q3 2023 and has held it in 4 quarters since.
  • Horizon Investments's Vanguard Utilities ETF position peaked at $536K in Q3 2023.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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