JFS Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

JFS Wealth 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	$137K	Hold	700	–	–	0.01%	385
2026 Q1	$139K	Hold	700	–	–	0.01%	374
2025 Q4	$130K	Hold	700	–	–	0.01%	371
2025 Q3	$133K	Hold	700	–	–	0.01%	371
2025 Q2	$124K	Hold	700	–	–	0.01%	343
2025 Q1	$120K	Hold	700	–	–	0.01%	353
2024 Q4	$114K	Hold	700	–	–	0.01%	347
2024 Q3	$122K	Buy	+700	New	+$113K	0.01%	341

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

JFS Wealth Advisors's VPU Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 700 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #385.

JFS Wealth Advisors first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $139K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

JFS Wealth Advisors held 700 shares of Vanguard Utilities ETF worth $137K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #385 holding.
JFS Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
JFS Wealth Advisors's Vanguard Utilities ETF position peaked at $139K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.