IFG
VPU

Independent Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Independent Financial Group’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 Sell
15,513
-560
-3% -$110K 0.06% 343
2026
Q1 		$3.18M Buy
16,073
+14
+0.1% +$2.72K 0.07% 284
2025
Q4 		$2.97M Buy
16,059
+578
+4% +$111K 0.07% 286
2025
Q3 		$2.93M Sell
15,481
-99
-0.6% -$18.1K 0.07% 273
2025
Q2 		$2.75M Sell
15,580
-313
-2% -$54K 0.08% 259
2025
Q1 		$2.71M Buy
15,893
+2,267
+17% +$383K 0.09% 218
2024
Q4 		$2.23M Sell
13,626
-468
-3% -$80.1K 0.07% 264
2024
Q3 		$2.45M Buy
14,094
+2,823
+25% +$454K 0.09% 226
2024
Q2 		$1.67M Buy
11,271
+2,374
+27% +$354K 0.07% 268
2024
Q1 		$1.27M Buy
8,897
+5,290
+147% +$715K 0.06% 320
2023
Q4 		$494K Buy
3,607
+654
+22% +$86.3K 0.03% 557
2023
Q3 		$377K Sell
2,953
-1,798
-38% -$251K 0.02% 576
2023
Q2 		$676K Hold
4,751
– – 0.05% 399
2023
Q1 		$701K Buy
4,751
+1,619
+52% +$240K 0.06% 373
2022
Q4 		$480K Buy
3,132
+374
+14% +$55.4K 0.04% 427
2022
Q3 		$392K Buy
2,758
+468
+20% +$74.6K 0.04% 459
2022
Q2 		$349K Sell
2,290
-175
-7% -$27.5K 0.04% 456
2022
Q1 		$399K Sell
2,465
-275
-10% -$41.6K 0.03% 503
2021
Q4 		$429K Buy
2,740
+235
+9% +$34.7K 0.04% 464
2021
Q3 		$349K Sell
2,505
-271
-10% -$39.6K 0.04% 477
2021
Q2 		$385K Buy
2,776
+711
+34% +$102K 0.04% 448
2021
Q1 		$290K Buy
2,065
+86
+4% +$11.7K 0.04% 479
2020
Q4 		$272K Hold
1,979
– – 0.04% 448
2020
Q3 		$255K Buy
1,979
+305
+18% +$39.5K 0.05% 384
2020
Q2 		$207K Buy
+1,674
New +$212K 0.05% 411

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

Independent Financial Group's VPU Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 3.5% in Q2 2026, selling an estimated $110K and leaving 15,513 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #343.

Independent Financial Group first reported a position in VPU in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.18M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Independent Financial Group held 15,513 shares of Vanguard Utilities ETF worth $3.04M as of Q2 2026.
  • Independent Financial Group sold 560 Vanguard Utilities ETF shares in Q2 2026, an estimated $110K.
  • Vanguard Utilities ETF made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #343 holding.
  • Independent Financial Group first reported a position in Vanguard Utilities ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Vanguard Utilities ETF position peaked at $3.18M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.