HR
VPU

Howe & Rusling’s Vanguard Utilities ETF VPU Stock Holding History

Howe & Rusling’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 		$60.7K Hold
310
– – ﹤0.01% 369
2026
Q1 		$61.4K Hold
310
– – ﹤0.01% 355
2025
Q4 		$57.4K Hold
310
– – ﹤0.01% 360
2025
Q3 		$58.7K Sell
310
-684
-69% -$125K ﹤0.01% 346
2025
Q2 		$176K Sell
994
-346
-26% -$59.7K 0.01% 288
2025
Q1 		$229K Buy
1,340
+908
+210% +$153K 0.02% 250
2024
Q4 		$70.6K Buy
432
+122
+39% +$20.9K 0.01% 298
2024
Q3 		$54K Hold
310
– – ﹤0.01% 298
2024
Q2 		$45.9K Hold
310
– – ﹤0.01% 294
2024
Q1 		$44.2K Hold
310
– – ﹤0.01% 300
2023
Q4 		$42.5K Sell
310
-29
-9% -$3.83K ﹤0.01% 285
2023
Q3 		$43.2K Hold
339
– – 0.01% 259
2023
Q2 		$48.2K Sell
339
-90
-21% -$13.2K 0.01% 262
2023
Q1 		$63.3K Hold
429
– – 0.01% 237
2022
Q4 		$65.8K Buy
429
+29
+7% +$4.3K 0.01% 227
2022
Q3 		$57K Hold
400
– – 0.01% 310
2022
Q2 		$61K Sell
400
-224
-36% -$35.3K 0.01% 292
2022
Q1 		$101K Buy
624
+224
+56% +$33.9K 0.01% 254
2021
Q4 		$63K Hold
400
– – 0.01% 299
2021
Q3 		$56K Hold
400
– – 0.01% 298
2021
Q2 		$56K Buy
+400
New +$57.3K 0.01% 291
2019
Q3 		– Sell
-53
Closed -$7K – 870
2019
Q2 		$7K Buy
+53
New +$6.93K ﹤0.01% 497
2018
Q2 		– Sell
-70
Closed -$8K – 946
2018
Q1 		$8K Buy
+70
New +$7.73K ﹤0.01% 536

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

Howe & Rusling's VPU Position: Q2 2026 in Review

Howe & Rusling held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 310 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Howe & Rusling first reported a position in VPU in Q1 2018 and has held it in 23 quarters since. The position peaked at $229K in Q1 2025. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Howe & Rusling held 310 shares of Vanguard Utilities ETF worth $60.7K as of Q2 2026.
  • Howe & Rusling left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #369 holding.
  • Howe & Rusling first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 23 quarters since.
  • Howe & Rusling's Vanguard Utilities ETF position peaked at $229K in Q1 2025.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.