IAA
VPU

Independent Advisor Alliance’s Vanguard Utilities ETF VPU Stock Holding History

Independent Advisor Alliance’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
-4,223
Closed -$837K – 1622
2026
Q1 		$837K Buy
+4,223
New +$821K 0.01% 912
2025
Q1 		– Sell
-2,983
Closed -$488K – 1360
2024
Q4 		$488K Buy
+2,983
New +$511K 0.01% 969
2020
Q1 		– Sell
-1,788
Closed -$255K – 859
2019
Q4 		$255K Buy
+1,788
New +$251K 0.01% 736

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

Independent Advisor Alliance's VPU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 4,223 shares — an estimated $837K sold.

Independent Advisor Alliance first reported a position in VPU in Q4 2019 and held it in 3 quarters. The position peaked at $837K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,223 Vanguard Utilities ETF shares in Q2 2026, an estimated $837K.
  • Independent Advisor Alliance first reported a position in Vanguard Utilities ETF in Q4 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's Vanguard Utilities ETF position peaked at $837K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.