Lido Advisors
VPU

Lido Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Lido 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 		$15M Buy
76,673
+3,583
+5% +$703K 0.04% 278
2026
Q1 		$14.5M Buy
73,090
+2,711
+4% +$527K 0.04% 252
2025
Q4 		$13.2M Buy
70,379
+4,061
+6% +$780K 0.04% 280
2025
Q3 		$12.6M Buy
66,318
+34,695
+110% +$6.35M 0.04% 272
2025
Q2 		$5.58M Buy
31,623
+2,873
+10% +$496K 0.02% 346
2025
Q1 		$4.91M Sell
28,750
-222
-0.8% -$37.5K 0.02% 341
2024
Q4 		$4.73M Buy
28,972
+1,232
+4% +$211K 0.02% 334
2024
Q3 		$4.83M Buy
27,740
+2,814
+11% +$452K 0.02% 314
2024
Q2 		$3.72M Buy
24,926
+1,157
+5% +$172K 0.02% 327
2024
Q1 		$3.39M Buy
23,769
+3,721
+19% +$503K 0.02% 334
2023
Q4 		$2.75M Buy
20,048
+8,058
+67% +$1.06M 0.02% 353
2023
Q3 		$1.53M Sell
11,990
-847
-7% -$118K 0.01% 438
2023
Q2 		$1.83M Sell
12,837
-704
-5% -$103K 0.01% 389
2023
Q1 		$2M Buy
13,541
+667
+5% +$98.7K 0.02% 343
2022
Q4 		$1.97M Sell
12,874
-31
-0.2% -$4.59K 0.02% 298
2022
Q3 		$1.83M Buy
12,905
+789
+7% +$126K 0.02% 275
2022
Q2 		$1.84M Buy
12,116
+171
+1% +$26.9K 0.02% 242
2022
Q1 		$1.93M Buy
11,945
+103
+0.9% +$15.6K 0.02% 268
2021
Q4 		$1.85M Sell
11,842
-461
-4% -$68K 0.02% 290
2021
Q3 		$1.71M Buy
12,303
+1,161
+10% +$170K 0.02% 292
2021
Q2 		$1.55M Buy
11,142
+219
+2% +$31.4K 0.02% 295
2021
Q1 		$1.53M Buy
10,923
+5,416
+98% +$738K 0.03% 268
2020
Q4 		$755K Buy
5,507
+85
+2% +$11.7K 0.02% 375
2020
Q3 		$700K Buy
+5,422
New +$701K 0.02% 320

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 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
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

Lido Advisors's VPU Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Utilities ETF (VPU) stake by 4.9% in Q2 2026, buying an estimated $703K and bringing the position to 76,673 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #278.

Lido Advisors first reported a position in VPU in Q3 2020 and has held it in 24 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Lido Advisors held 76,673 shares of Vanguard Utilities ETF worth $15M as of Q2 2026.
  • Lido Advisors bought 3,583 Vanguard Utilities ETF shares in Q2 2026, an estimated $703K.
  • Vanguard Utilities ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #278 holding.
  • Lido Advisors first reported a position in Vanguard Utilities ETF in Q3 2020 and has held it in 24 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.