Investors Asset Management of Georgia’s Vanguard Utilities ETF VPU Stock Holding History

Investors Asset Management of Georgia’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	$231K	Hold	1,179	–	–	0.08%	175
2026 Q1	$234K	Hold	1,179	–	–	0.1%	169
2025 Q4	$218K	Hold	1,179	–	–	0.09%	169
2025 Q3	$223K	Hold	1,179	–	–	0.1%	161
2025 Q2	$208K	Hold	1,179	–	–	0.1%	153
2025 Q1	$201K	Buy	+1,179	New	+$199K	0.1%	149
2024 Q4	–	Sell	-1,179	Closed	-$205K	–	167
2024 Q3	$205K	Buy	+1,179	New	+$190K	0.1%	154
2022 Q4	–	Sell	-1,264	Closed	-$180K	–	510
2022 Q3	$180K	Buy	1,264 +389	+44%	+$62K	0.09%	165
2022 Q2	$133K	Buy	+875	New	+$138K	0.07%	180

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

Investors Asset Management of Georgia's VPU Position: Q2 2026 in Review

Investors Asset Management of Georgia held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,179 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #175.

Investors Asset Management of Georgia first reported a position in VPU in Q2 2022 and has held it in 9 quarters since. The position peaked at $234K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Investors Asset Management of Georgia held 1,179 shares of Vanguard Utilities ETF worth $231K as of Q2 2026.
Investors Asset Management of Georgia left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.08% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #175 holding.
Investors Asset Management of Georgia first reported a position in Vanguard Utilities ETF in Q2 2022 and has held it in 9 quarters since.
Investors Asset Management of Georgia's Vanguard Utilities ETF position peaked at $234K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.