MFG
VPU

Merit Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Merit Financial Group’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 		$973K Buy
4,974
+173
+4% +$33.9K 0.01% 1089
2026
Q1 		$951K Buy
4,801
+245
+5% +$47.6K 0.01% 1006
2025
Q4 		$843K Buy
4,556
+361
+9% +$69.3K 0.01% 1022
2025
Q3 		$794K Buy
4,195
+168
+4% +$30.8K 0.01% 959
2025
Q2 		$711K Buy
4,027
+783
+24% +$135K 0.01% 943
2025
Q1 		$554K Buy
3,244
+612
+23% +$103K 0.01% 884
2024
Q4 		$430K Buy
2,632
+393
+18% +$67.3K 0.01% 775
2024
Q3 		$390K Sell
2,239
-44
-2% -$7.07K 0.01% 617
2024
Q2 		$338K Buy
2,283
+49
+2% +$7.3K 0.01% 686
2024
Q1 		$332K Buy
+2,234
New +$302K 0.01% 675

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

Merit Financial Group's VPU Position: Q2 2026 in Review

Merit Financial Group increased its Vanguard Utilities ETF (VPU) stake by 3.6% in Q2 2026, buying an estimated $33.9K and bringing the position to 4,974 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #1089.

Merit Financial Group first reported a position in VPU in Q1 2024 and has held it in 10 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Merit Financial Group held 4,974 shares of Vanguard Utilities ETF worth $973K as of Q2 2026.
  • Merit Financial Group bought 173 Vanguard Utilities ETF shares in Q2 2026, an estimated $33.9K.
  • Vanguard Utilities ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1089 holding.
  • Merit Financial Group first reported a position in Vanguard Utilities ETF in Q1 2024 and has held it in 10 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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