MFA
VPU

McClarren Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

McClarren Financial 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 		$567K Sell
2,896
-31
-1% -$6.08K 0.29% 48
2026
Q1 		$580K Buy
2,927
+1,017
+53% +$198K 0.34% 48
2025
Q4 		$346K Buy
1,910
+466
+32% +$89.5K 0.21% 59
2025
Q3 		$351K Sell
1,444
-441
-23% -$80.8K 0.21% 57
2025
Q2 		$333K Buy
1,885
+374
+25% +$64.5K 0.22% 57
2025
Q1 		$313K Sell
1,511
-311
-17% -$52.5K 0.21% 57
2024
Q4 		$297K Buy
1,822
+419
+30% +$71.7K 0.83% 20
2024
Q3 		$699K Buy
1,403
+220
+19% +$35.4K 0.09% 47
2024
Q2 		$273K Sell
1,183
-1,496
-56% -$223K 0.19% 60
2024
Q1 		$382K Sell
2,679
-311
-10% -$42K 0.27% 53
2023
Q4 		$410K Sell
2,990
-284
-9% -$37.5K 0.31% 48
2023
Q3 		$415K Buy
3,274
+23
+0.7% +$3.22K 0.36% 44
2023
Q2 		$462K Sell
3,251
-606
-16% -$88.8K 0.38% 45
2023
Q1 		$565K Sell
3,857
-2
-0.1% -$296 0.51% 34
2022
Q4 		$591K Sell
3,859
-94
-2% -$13.9K 0.56% 28
2022
Q3 		$562K Buy
+3,953
New +$630K 0.56% 28
2022
Q2 		– Sell
-696
Closed -$112K – 278
2022
Q1 		$112K Buy
696
+3
+0.4% +$454 0.08% 82
2021
Q4 		$109K Buy
693
+11
+2% +$1.62K 0.07% 95
2021
Q3 		$94K Buy
+682
New +$99.6K 0.07% 82

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

McClarren Financial Advisors's VPU Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 1.1% in Q2 2026, selling an estimated $6.08K and leaving 2,896 shares worth $567K. The position accounts for 0.29% of the portfolio, ranked #48.

McClarren Financial Advisors first reported a position in VPU in Q3 2021 and has held it in 19 quarters since. The position peaked at $699K in Q3 2024. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • McClarren Financial Advisors held 2,896 shares of Vanguard Utilities ETF worth $567K as of Q2 2026.
  • McClarren Financial Advisors sold 31 Vanguard Utilities ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Utilities ETF made up 0.29% of McClarren Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 19 quarters since.
  • McClarren Financial Advisors's Vanguard Utilities ETF position peaked at $699K in Q3 2024.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.