ML
VPU

McAdam LLC’s Vanguard Utilities ETF VPU Stock Holding History

McAdam LLC’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 		$899K Buy
4,595
+171
+4% +$33.5K 0.03% 184
2026
Q1 		$877K Buy
4,424
+316
+8% +$61.4K 0.04% 174
2025
Q4 		$760K Buy
4,108
+531
+15% +$102K 0.03% 184
2025
Q3 		$678K Sell
3,577
-2
-0.1% -$366 0.03% 181
2025
Q2 		$632K Buy
3,579
+39
+1% +$6.73K 0.03% 180
2025
Q1 		$605K Sell
3,540
-432
-11% -$73K 0.04% 168
2024
Q4 		$649K Buy
3,972
+23
+0.6% +$3.94K 0.04% 169
2024
Q3 		$687K Sell
3,949
-160
-4% -$25.7K 0.04% 162
2024
Q2 		$608K Sell
4,109
-89
-2% -$13.3K 0.04% 155
2024
Q1 		$598K Sell
4,198
-769
-15% -$104K 0.04% 154
2023
Q4 		$681K Sell
4,967
-1,505
-23% -$199K 0.05% 135
2023
Q3 		$825K Sell
6,472
-4,043
-38% -$565K 0.07% 122
2023
Q2 		$1.49M Sell
10,515
-1,280
-11% -$187K 0.12% 90
2023
Q1 		$1.74M Buy
11,795
+10,485
+800% +$1.55M 0.16% 86
2022
Q4 		$205K Sell
1,310
-14,792
-92% -$2.19M 0.02% 182
2022
Q3 		$2.29M Buy
16,102
+877
+6% +$140K 0.25% 65
2022
Q2 		$2.32M Buy
15,225
+12,824
+534% +$2.02M 0.25% 65
2022
Q1 		$388K Buy
2,401
+1,091
+83% +$165K 0.04% 130
2021
Q4 		$205K Buy
+1,310
New +$193K 0.02% 182
2018
Q4 		– Sell
-882
Closed -$105K – 605
2018
Q3 		$105K Hold
882
– – 0.04% 99
2018
Q2 		$102K Hold
882
– – 0.04% 99
2018
Q1 		$99K Buy
+882
New +$97.4K 0.05% 99

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

McAdam LLC's VPU Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Utilities ETF (VPU) stake by 3.9% in Q2 2026, buying an estimated $33.5K and bringing the position to 4,595 shares worth $899K. The position accounts for 0.03% of the portfolio, ranked #184.

McAdam LLC first reported a position in VPU in Q1 2018 and has held it in 22 quarters since. The position peaked at $2.32M in Q2 2022. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • McAdam LLC held 4,595 shares of Vanguard Utilities ETF worth $899K as of Q2 2026.
  • McAdam LLC bought 171 Vanguard Utilities ETF shares in Q2 2026, an estimated $33.5K.
  • Vanguard Utilities ETF made up 0.03% of McAdam LLC's portfolio in Q2 2026, its #184 holding.
  • McAdam LLC first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 22 quarters since.
  • McAdam LLC's Vanguard Utilities ETF position peaked at $2.32M in Q2 2022.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.