HIP
VPU

HUB Investment Partners’s Vanguard Utilities ETF VPU Stock Holding History

HUB Investment Partners’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 		$552K Buy
2,822
+744
+36% +$146K 0.01% 669
2026
Q1 		$412K Buy
2,078
+110
+6% +$21.4K 0.01% 658
2025
Q4 		$364K Buy
+1,968
New +$378K 0.01% 595

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

HUB Investment Partners's VPU Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Utilities ETF (VPU) stake by 36% in Q2 2026, buying an estimated $146K and bringing the position to 2,822 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #669.

HUB Investment Partners first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • HUB Investment Partners held 2,822 shares of Vanguard Utilities ETF worth $552K as of Q2 2026.
  • HUB Investment Partners bought 744 Vanguard Utilities ETF shares in Q2 2026, an estimated $146K.
  • Vanguard Utilities ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #669 holding.
  • HUB Investment Partners first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.