Jones Financial Companies
VPU icon

Jones Financial Companies’s Vanguard Utilities ETF VPU Stock Holding History

Jones Financial Companies’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 		$9.22M Buy
46,171
+7,699
+20% +$1.51M ﹤0.01% 954
2026
Q1 		$7.57M Buy
38,472
+9,344
+32% +$1.82M ﹤0.01% 921
2025
Q4 		$5.39M Buy
29,128
+8,991
+45% +$1.73M ﹤0.01% 617
2025
Q3 		$3.79M Buy
20,137
+4,280
+27% +$784K ﹤0.01% 654
2025
Q2 		$2.79M Buy
15,857
+3,933
+33% +$678K ﹤0.01% 670
2025
Q1 		$2.02M Buy
11,924
+2,833
+31% +$479K ﹤0.01% 648
2024
Q4 		$1.49M Buy
9,091
+3,626
+66% +$621K ﹤0.01% 637
2024
Q3 		$947K Buy
5,465
+3,419
+167% +$550K ﹤0.01% 622
2024
Q2 		$303K Buy
2,046
+1,485
+265% +$221K ﹤0.01% 692
2024
Q1 		$80K Buy
561
+466
+491% +$63K ﹤0.01% 638
2023
Q4 		$13K Buy
95
+5
+6% +$660 ﹤0.01% 644
2023
Q3 		$11.5K Sell
90
-44
-33% -$6.15K ﹤0.01% 471
2023
Q2 		$19.1K Hold
134
– – ﹤0.01% 425
2023
Q1 		$19.8K Hold
134
– – ﹤0.01% 423
2022
Q4 		$21K Hold
134
– – ﹤0.01% 421
2022
Q3 		$19K Hold
134
– – ﹤0.01% 386
2022
Q2 		$20K Hold
134
– – ﹤0.01% 409
2022
Q1 		$22K Buy
134
+90
+205% +$13.6K ﹤0.01% 428
2021
Q4 		$7K Hold
44
– – ﹤0.01% 608
2021
Q3 		$6K Hold
44
– – ﹤0.01% 565
2021
Q2 		$6K Buy
+44
New +$6.31K ﹤0.01% 548

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies's VPU Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard Utilities ETF (VPU) stake by 20% in Q2 2026, buying an estimated $1.51M and bringing the position to 46,171 shares worth $9.22M. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Jones Financial Companies first reported a position in VPU in Q2 2021 and has held it in 21 quarters since. 698 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Jones Financial Companies held 46,171 shares of Vanguard Utilities ETF worth $9.22M as of Q2 2026.
  • Jones Financial Companies bought 7,699 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.51M.
  • Vanguard Utilities ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #954 holding.
  • Jones Financial Companies first reported a position in Vanguard Utilities ETF in Q2 2021 and has held it in 21 quarters since.
  • 698 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.