Regatta Research & Money Management’s Vanguard Utilities ETF VPU Stock Holding History

Regatta Research & Money Management’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	$30.7K	Buy	+157	New	+$30.8K	0.03%	340

Other funds holding VPU

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Regatta Research & Money Management's VPU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 157 shares worth $30.7K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings.

563 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Regatta Research & Money Management held 157 shares of Vanguard Utilities ETF worth $30.7K as of Q2 2026.
Vanguard Utilities ETF was a new Regatta Research & Money Management position in Q2 2026.
Vanguard Utilities ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #340 holding.
563 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.