MFP
VPU

Meridian Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

Meridian Financial Partners’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 		$516K Sell
2,639
-167
-6% -$32.8K 0.18% 77
2026
Q1 		$561K Hold
2,806
– – 0.21% 75
2025
Q4 		$525K Hold
2,806
– – 0.21% 70
2025
Q3 		$553K Sell
2,806
-18
-0.6% -$3.3K 0.23% 68
2025
Q2 		$498K Buy
2,824
+174
+7% +$30K 0.23% 68
2025
Q1 		$453K Sell
2,650
-442
-14% -$74.7K 0.23% 68
2024
Q4 		$505K Buy
3,092
+401
+15% +$68.6K 0.27% 62
2024
Q3 		$468K Hold
2,691
– – 0.24% 66
2024
Q2 		$410K Sell
2,691
-24
-0.9% -$3.58K 0.24% 58
2024
Q1 		$369K Buy
2,715
+110
+4% +$14.9K 0.47% 31
2023
Q4 		$343K Sell
2,605
-179
-6% -$23.6K 0.35% 39
2023
Q3 		$353K Sell
2,784
-50
-2% -$6.99K 0.36% 40
2023
Q2 		$415K Sell
2,834
-549
-16% -$80.4K 0.25% 58
2023
Q1 		$507K Sell
3,383
-78
-2% -$11.5K 0.58% 30
2022
Q4 		$519K Buy
3,461
+103
+3% +$15.3K 0.58% 32
2022
Q3 		$455K Buy
3,358
+77
+2% +$12.3K 0.64% 28
2022
Q2 		$506K Buy
3,281
+590
+22% +$92.9K 0.34% 56
2022
Q1 		$435K Buy
2,691
+36
+1% +$5.44K 0.65% 29
2021
Q4 		$400K Sell
2,655
-180
-6% -$26.5K 0.27% 61
2021
Q3 		$403K Hold
2,835
– – 0.27% 58
2021
Q2 		$406K Buy
+2,835
New +$406K 0.28% 56
2021
Q1 		– Sell
-3,615
Closed -$500K – 73
2020
Q4 		$500K Buy
3,615
+2,069
+134% +$285K 0.39% 49
2020
Q3 		$217K Buy
+1,546
New +$200K 0.18% 61
2020
Q1 		– Sell
-1,438
Closed -$203K – 54
2019
Q4 		$203K Buy
+1,438
New +$202K 0.2% 50

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

Meridian Financial Partners's VPU Position: Q2 2026 in Review

Meridian Financial Partners reduced its Vanguard Utilities ETF (VPU) stake by 6% in Q2 2026, selling an estimated $32.8K and leaving 2,639 shares worth $516K. The position accounts for 0.18% of the portfolio, ranked #77.

Meridian Financial Partners first reported a position in VPU in Q4 2019 and has held it in 24 quarters since. The position peaked at $561K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Meridian Financial Partners held 2,639 shares of Vanguard Utilities ETF worth $516K as of Q2 2026.
  • Meridian Financial Partners sold 167 Vanguard Utilities ETF shares in Q2 2026, an estimated $32.8K.
  • Vanguard Utilities ETF made up 0.18% of Meridian Financial Partners's portfolio in Q2 2026, its #77 holding.
  • Meridian Financial Partners first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 24 quarters since.
  • Meridian Financial Partners's Vanguard Utilities ETF position peaked at $561K in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.