IFA
VPU

Interactive Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Interactive Financial 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 		$865K Sell
4,420
-152
-3% -$29.8K 0.53% 33
2026
Q1 		$906K Buy
4,572
+307
+7% +$59.7K 0.59% 32
2025
Q4 		$789K Sell
4,265
-210
-5% -$40.3K 0.51% 34
2025
Q3 		$848K Sell
4,475
-123
-3% -$22.5K 0.46% 38
2025
Q2 		$812K Buy
4,598
+10
+0.2% +$1.73K 0.4% 39
2025
Q1 		$784K Sell
4,588
-28
-0.6% -$4.73K 0.41% 39
2024
Q4 		$754K Sell
4,616
-162
-3% -$27.7K 0.4% 41
2024
Q3 		$832K Buy
4,778
+5
+0.1% +$804 0.43% 39
2024
Q2 		$706K Buy
4,773
+15
+0.3% +$2.23K 0.39% 44
2024
Q1 		$678K Buy
4,758
+104
+2% +$14.1K 0.38% 46
2023
Q4 		$638K Buy
4,654
+214
+5% +$28.3K 0.34% 44
2023
Q3 		$566K Sell
4,440
-87
-2% -$12.2K 0.38% 40
2023
Q2 		$644K Sell
4,527
-42
-0.9% -$6.15K 0.44% 43
2023
Q1 		$674K Buy
4,569
+303
+7% +$44.9K 0.43% 42
2022
Q4 		$654K Buy
4,266
+795
+23% +$118K 0.39% 47
2022
Q3 		$494K Buy
+3,471
New +$553K 0.29% 56

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

Interactive Financial Advisors's VPU Position: Q2 2026 in Review

Interactive Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 3.3% in Q2 2026, selling an estimated $29.8K and leaving 4,420 shares worth $865K. The position accounts for 0.53% of the portfolio, ranked #33.

Interactive Financial Advisors first reported a position in VPU in Q3 2022 and has held it in 16 quarters since. The position peaked at $906K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Interactive Financial Advisors held 4,420 shares of Vanguard Utilities ETF worth $865K as of Q2 2026.
  • Interactive Financial Advisors sold 152 Vanguard Utilities ETF shares in Q2 2026, an estimated $29.8K.
  • Vanguard Utilities ETF made up 0.53% of Interactive Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • Interactive Financial Advisors first reported a position in Vanguard Utilities ETF in Q3 2022 and has held it in 16 quarters since.
  • Interactive Financial Advisors's Vanguard Utilities ETF position peaked at $906K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.