Mercer Global Advisors
VPU

Mercer Global Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Mercer Global 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 		$7.94M Buy
40,582
+3,765
+10% +$738K 0.01% 657
2026
Q1 		$7.29M Buy
36,817
+7,008
+24% +$1.36M 0.01% 618
2025
Q4 		$5.52M Buy
29,809
+111
+0.4% +$21.3K 0.01% 684
2025
Q3 		$5.63M Buy
29,698
+5,308
+22% +$972K 0.01% 626
2025
Q2 		$4.31M Sell
24,390
-1,453
-6% -$251K 0.01% 605
2025
Q1 		$4.41M Sell
25,843
-4,335
-14% -$732K 0.01% 578
2024
Q4 		$4.93M Buy
30,178
+811
+3% +$139K 0.01% 543
2024
Q3 		$5.15M Sell
29,367
-5,770
-16% -$927K 0.01% 494
2024
Q2 		$5.22M Sell
35,137
-3,783
-10% -$564K 0.01% 446
2024
Q1 		$5.55M Sell
38,920
-2,286
-6% -$309K 0.02% 437
2023
Q4 		$5.65M Sell
41,206
-258
-0.6% -$34.1K 0.02% 433
2023
Q3 		$5.29M Buy
41,464
+3,641
+10% +$509K 0.02% 420
2023
Q2 		$5.38M Sell
37,823
-5,143
-12% -$753K 0.02% 437
2023
Q1 		$6.34M Sell
42,966
-6,760
-14% -$1M 0.03% 376
2022
Q4 		$7.63M Buy
49,726
+14,417
+41% +$2.14M 0.04% 327
2022
Q3 		$5.01M Sell
35,309
-789
-2% -$126K 0.03% 370
2022
Q2 		$5.5M Buy
36,098
+11,186
+45% +$1.76M 0.03% 339
2022
Q1 		$4.03M Buy
24,912
+21,731
+683% +$3.29M 0.02% 450
2021
Q4 		$498K Buy
3,181
+82
+3% +$12.1K ﹤0.01% 1208
2021
Q3 		$431K Sell
3,099
-162
-5% -$23.7K ﹤0.01% 1246
2021
Q2 		$453K Buy
+3,261
New +$467K ﹤0.01% 1190

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

Mercer Global Advisors's VPU Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Utilities ETF (VPU) stake by 10% in Q2 2026, buying an estimated $738K and bringing the position to 40,582 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #657.

Mercer Global Advisors first reported a position in VPU in Q2 2021 and has held it in 21 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Mercer Global Advisors held 40,582 shares of Vanguard Utilities ETF worth $7.94M as of Q2 2026.
  • Mercer Global Advisors bought 3,765 Vanguard Utilities ETF shares in Q2 2026, an estimated $738K.
  • Vanguard Utilities ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #657 holding.
  • Mercer Global Advisors first reported a position in Vanguard Utilities ETF in Q2 2021 and has held it in 21 quarters since.
  • 696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.