IA
VPU

IFP Advisors’s Vanguard Utilities ETF VPU Stock Holding History

IFP 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 		$3.04M Buy
15,520
+2,172
+16% +$426K 0.05% 373
2026
Q1 		$2.64M Buy
13,348
+7,885
+144% +$1.53M 0.05% 372
2025
Q4 		$1.01M Buy
5,463
+537
+11% +$103K 0.02% 661
2025
Q3 		$933K Sell
4,926
-4,691
-49% -$859K 0.02% 624
2025
Q2 		$1.7M Buy
9,617
+803
+9% +$139K 0.05% 395
2025
Q1 		$1.51M Buy
8,814
+7,900
+864% +$1.33M 0.05% 433
2024
Q4 		$149K Buy
914
+305
+50% +$52.2K ﹤0.01% 1282
2024
Q3 		$106K Sell
609
-116
-16% -$18.6K ﹤0.01% 1380
2024
Q2 		$107K Sell
725
-100
-12% -$14.9K ﹤0.01% 1337
2024
Q1 		$118K Buy
825
+740
+871% +$100K 0.01% 1220
2023
Q4 		$11.7K Sell
85
-7
-8% -$924 ﹤0.01% 2135
2023
Q3 		$11.7K Sell
92
-33
-26% -$4.62K ﹤0.01% 2191
2023
Q2 		$17.7K Sell
125
-1,540
-92% -$226K ﹤0.01% 2068
2023
Q1 		$163K Sell
1,665
-23,410
-93% -$3.47M 0.01% 1035
2022
Q4 		$2.48M Sell
25,075
-12,971
-34% -$1.92M 0.07% 321
2022
Q3 		$3.87M Buy
38,046
+24,243
+176% +$3.86M 0.1% 208
2022
Q2 		$1.49M Hold
13,803
– – 0.05% 446
2022
Q1 		$1.49M Buy
13,803
+11,582
+521% +$1.75M 0.05% 446
2021
Q4 		$348K Buy
2,221
+28
+1% +$4.13K 0.01% 724
2021
Q3 		$309K Buy
2,193
+1,834
+511% +$268K 0.01% 757
2021
Q2 		$48K Sell
359
-5
-1% -$717 ﹤0.01% 1542
2021
Q1 		$51K Sell
364
-312
-46% -$42.5K ﹤0.01% 1463
2020
Q4 		$91K Sell
676
-9
-1% -$1.24K ﹤0.01% 1178
2020
Q3 		$88K Sell
685
-269
-28% -$34.8K 0.01% 1062
2020
Q2 		$117K Sell
954
-52
-5% -$6.58K 0.01% 864
2020
Q1 		$124K Sell
1,006
-553
-35% -$77.7K 0.01% 743
2019
Q4 		$222K Buy
1,559
+196
+14% +$27.6K 0.02% 636
2019
Q3 		$194K Buy
+1,363
New +$187K 0.01% 778
2019
Q1 		$2.65M Buy
20,534
+23
+0.1% +$2.85K 0.36% 58
2018
Q4 		$2.41M Buy
20,511
+16,371
+395% +$1.98M 0.15% 156
2018
Q3 		$488K Sell
4,140
-5,037
-55% -$598K 0.02% 668
2018
Q2 		$1.06M Sell
9,177
-889
-9% -$99.9K 0.04% 401
2018
Q1 		$1.17M Hold
10,066
– – 0.05% 352
2017
Q4 		$1.17M Buy
10,066
+6,751
+204% +$815K 0.05% 352
2017
Q3 		$387K Sell
3,315
-423
-11% -$50K 0.02% 798
2017
Q2 		$427K Sell
3,738
-735
-16% -$84.7K 0.02% 738
2017
Q1 		$504K Buy
4,473
+534
+14% +$58.6K 0.02% 678
2016
Q4 		$422K Sell
3,939
-1,900
-33% -$199K 0.02% 692
2016
Q3 		$625K Sell
5,839
-385
-6% -$42.6K 0.03% 483
2016
Q2 		$713K Sell
6,224
-14,310
-70% -$1.54M 0.04% 435
2016
Q1 		$2.65M Buy
20,534
+17,757
+639% +$1.77M 0.36% 58
2015
Q4 		$261K Buy
+2,777
New +$260K 0.02% 725

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

IFP Advisors's VPU Position: Q2 2026 in Review

IFP Advisors increased its Vanguard Utilities ETF (VPU) stake by 16% in Q2 2026, buying an estimated $426K and bringing the position to 15,520 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #373.

IFP Advisors first reported a position in VPU in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.87M in Q3 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • IFP Advisors held 15,520 shares of Vanguard Utilities ETF worth $3.04M as of Q2 2026.
  • IFP Advisors bought 2,172 Vanguard Utilities ETF shares in Q2 2026, an estimated $426K.
  • Vanguard Utilities ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #373 holding.
  • IFP Advisors first reported a position in Vanguard Utilities ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Vanguard Utilities ETF position peaked at $3.87M in Q3 2022.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.