Johnson Financial Group LLC (Colorado)’s Vanguard Utilities ETF VPU Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$302K	Hold	1,545	–	–	0.02%	213
2026 Q1	$306K	Hold	1,545	–	–	0.02%	136
2025 Q4	$286K	Hold	1,545	–	–	0.02%	94
2025 Q3	$293K	Hold	1,545	–	–	0.03%	65
2025 Q2	$273K	Hold	1,545	–	–	0.03%	65
2025 Q1	$264K	Buy	+1,545	New	+$261K	0.03%	81

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

Johnson Financial Group LLC (Colorado)'s VPU Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,545 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #213.

Johnson Financial Group LLC (Colorado) first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 1,545 shares of Vanguard Utilities ETF worth $302K as of Q2 2026.
Johnson Financial Group LLC (Colorado) left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #213 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s Vanguard Utilities ETF position peaked at $306K in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.