Medallion Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Medallion Wealth 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	$126K	Sell	645 -360	-36%	-$70.6K	0.04%	308
2026 Q1	$199K	Hold	1,005	–	–	0.07%	253
2025 Q4	$186K	Hold	1,005	–	–	0.06%	253
2025 Q3	$190K	Hold	1,005	–	–	0.07%	239
2025 Q2	$177K	Hold	1,005	–	–	0.07%	243
2025 Q1	$172K	Hold	1,005	–	–	0.08%	219
2024 Q4	$172K	Buy	+1,005	New	+$172K	0.09%	205

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Medallion Wealth Advisors's VPU Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Utilities ETF (VPU) stake by 36% in Q2 2026, selling an estimated $70.6K and leaving 645 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #308.

Medallion Wealth Advisors first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $199K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Medallion Wealth Advisors held 645 shares of Vanguard Utilities ETF worth $126K as of Q2 2026.
Medallion Wealth Advisors sold 360 Vanguard Utilities ETF shares in Q2 2026, an estimated $70.6K.
Vanguard Utilities ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #308 holding.
Medallion Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Utilities ETF position peaked at $199K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.