Investment Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

Investment Advisory Services’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	$804K	Hold	4,108	–	–	0.23%	66
2026 Q1	$814K	Hold	4,108	–	–	0.26%	62
2025 Q4	$760K	Hold	4,108	–	–	0.24%	67
2025 Q3	$778K	Hold	4,108	–	–	0.25%	66
2025 Q2	$725K	Hold	4,108	–	–	0.24%	67
2025 Q1	$702K	Hold	4,108	–	–	0.25%	62
2024 Q4	$671K	Hold	4,108	–	–	0.24%	64
2024 Q3	$715K	Hold	4,108	–	–	0.25%	66
2024 Q2	$608K	Hold	4,108	–	–	0.22%	71
2024 Q1	$586K	Hold	4,108	–	–	0.22%	74
2023 Q4	$563K	Sell	4,108 -147	-3%	-$19.4K	0.22%	73
2023 Q3	$543K	Sell	4,255 -10	-0.2%	-$1.4K	0.23%	71
2023 Q2	$606K	Sell	4,265 -750	-15%	-$110K	0.26%	69
2023 Q1	$740K	Sell	5,015 -230	-4%	-$34K	0.36%	56
2022 Q4	$804K	Hold	5,245	–	–	0.41%	52
2022 Q3	$746K	Hold	5,245	–	–	0.45%	52
2022 Q2	$799K	Hold	5,245	–	–	0.46%	52
2022 Q1	$849K	Hold	5,245	–	–	0.47%	51
2021 Q4	$820K	Hold	5,245	–	–	0.45%	51
2021 Q3	$730K	Hold	5,245	–	–	0.45%	54
2021 Q2	$728K	Buy	+5,245	New	+$752K	0.45%	52
2020 Q4	$720K	Hold	5,245	–	–	0.5%	52
2020 Q3	$677K	Hold	5,245	–	–	0.53%	51
2020 Q2	$649K	Hold	5,245	–	–	0.55%	49
2020 Q1	$640K	Hold	5,245	–	–	0.69%	46
2019 Q4	$749K	Buy	+5,245	New	+$738K	0.67%	42

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Investment Advisory Services's VPU Position: Q2 2026 in Review

Investment Advisory Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 4,108 shares worth $804K. The position accounts for 0.23% of the portfolio, ranked #66.

Investment Advisory Services first reported a position in VPU in Q4 2019 and has held it in 26 quarters since. The position peaked at $849K in Q1 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Investment Advisory Services held 4,108 shares of Vanguard Utilities ETF worth $804K as of Q2 2026.
Investment Advisory Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.23% of Investment Advisory Services's portfolio in Q2 2026, its #66 holding.
Investment Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 26 quarters since.
Investment Advisory Services's Vanguard Utilities ETF position peaked at $849K in Q1 2022.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.