IAAG
VPU

Innovative Asset Advisors Group’s Vanguard Utilities ETF VPU Stock Holding History

Innovative Asset Advisors 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 		$446K Hold
2,279
– – 0.2% 96
2026
Q1 		$452K Buy
+2,279
New +$443K 0.26% 74

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's VPU Position: Q2 2026 in Review

Innovative Asset Advisors Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 2,279 shares worth $446K. The position accounts for 0.2% of the portfolio, ranked #96.

Innovative Asset Advisors Group first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $452K in Q1 2026. 665 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Innovative Asset Advisors Group held 2,279 shares of Vanguard Utilities ETF worth $446K as of Q2 2026.
  • Innovative Asset Advisors Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.2% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #96 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's Vanguard Utilities ETF position peaked at $452K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.