MCM
VPU

MAI Capital Management’s Vanguard Utilities ETF VPU Stock Holding History

MAI Capital 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 		$939K Buy
4,799
+747
+18% +$147K ﹤0.01% 1007
2026
Q1 		$803K Buy
4,052
+204
+5% +$39.6K ﹤0.01% 847
2025
Q4 		$712K Buy
3,848
+338
+10% +$64.9K ﹤0.01% 850
2025
Q3 		$665K Buy
3,510
+542
+18% +$99.3K ﹤0.01% 832
2025
Q2 		$524K Hold
2,968
– – ﹤0.01% 834
2025
Q1 		$507K Buy
2,968
+29
+1% +$4.9K ﹤0.01% 820
2024
Q4 		$480K Buy
2,939
+490
+20% +$83.9K ﹤0.01% 858
2024
Q3 		$426K Buy
2,449
+8
+0.3% +$1.29K ﹤0.01% 779
2024
Q2 		$361K Sell
2,441
-144
-6% -$21.5K ﹤0.01% 932
2024
Q1 		$369K Sell
2,585
-243
-9% -$32.8K ﹤0.01% 910
2023
Q4 		$388K Sell
2,828
-208
-7% -$27.5K 0.01% 789
2023
Q3 		$387K Sell
3,036
-314
-9% -$43.9K 0.01% 721
2023
Q2 		$476K Sell
3,350
-68
-2% -$9.96K 0.01% 659
2023
Q1 		$504K Sell
3,418
-282
-8% -$41.7K 0.01% 636
2022
Q4 		$567K Sell
3,700
-735
-17% -$109K 0.01% 581
2022
Q3 		$631K Buy
4,435
+678
+18% +$108K 0.01% 487
2022
Q2 		$572K Sell
3,757
-446
-11% -$70.2K 0.01% 507
2022
Q1 		$680K Hold
4,203
– – 0.01% 479
2021
Q4 		$657K Buy
+4,203
New +$620K 0.01% 496

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

MAI Capital Management's VPU Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard Utilities ETF (VPU) stake by 18% in Q2 2026, buying an estimated $147K and bringing the position to 4,799 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

MAI Capital Management first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • MAI Capital Management held 4,799 shares of Vanguard Utilities ETF worth $939K as of Q2 2026.
  • MAI Capital Management bought 747 Vanguard Utilities ETF shares in Q2 2026, an estimated $147K.
  • Vanguard Utilities ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1007 holding.
  • MAI Capital Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.