Investor's Fiduciary Advisor Network’s Vanguard Utilities ETF VPU Stock Holding History

Investor's Fiduciary Advisor Network’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	$609K	Sell	3,116 -122	-4%	-$23.9K	0.21%	106
2026 Q1	$641K	Sell	3,238 -300	-8%	-$58.3K	0.2%	132
2025 Q4	$654K	Buy	3,538 +90	+3%	+$17.3K	0.14%	146
2025 Q3	$653K	Sell	3,448 -110	-3%	-$20.1K	0.22%	111
2025 Q2	$628K	Sell	3,558 -25	-0.7%	-$4.31K	0.23%	111
2025 Q1	$612K	Sell	3,583 -121	-3%	-$20.4K	0.29%	88
2024 Q4	$605K	Buy	+3,704	New	+$634K	0.23%	102

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

Investor's Fiduciary Advisor Network's VPU Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Vanguard Utilities ETF (VPU) stake by 3.8% in Q2 2026, selling an estimated $23.9K and leaving 3,116 shares worth $609K. The position accounts for 0.21% of the portfolio, ranked #106.

Investor's Fiduciary Advisor Network first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $654K in Q4 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Investor's Fiduciary Advisor Network held 3,116 shares of Vanguard Utilities ETF worth $609K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 122 Vanguard Utilities ETF shares in Q2 2026, an estimated $23.9K.
Vanguard Utilities ETF made up 0.21% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #106 holding.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's Vanguard Utilities ETF position peaked at $654K in Q4 2025.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.