Miller Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Miller Financial Services’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	$294K	Hold	1,500	–	–	0.24%	102
2026 Q1	$297K	Hold	1,500	–	–	0.33%	86
2025 Q4	$278K	Hold	1,500	–	–	0.33%	86
2025 Q3	$284K	Hold	1,500	–	–	0.33%	84
2025 Q2	$265K	Hold	1,500	–	–	0.34%	81
2025 Q1	$256K	Sell	1,500 -10	-0.7%	-$1.69K	0.37%	75
2024 Q4	$247K	Buy	+1,510	New	+$258K	0.21%	105

Other funds holding VPU

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Miller Financial Services's VPU Position: Q2 2026 in Review

Miller Financial Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,500 shares worth $294K. The position accounts for 0.24% of the portfolio, ranked #102.

Miller Financial Services first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $297K in Q1 2026. 300 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Miller Financial Services held 1,500 shares of Vanguard Utilities ETF worth $294K as of Q2 2026.
Miller Financial Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.24% of Miller Financial Services's portfolio in Q2 2026, its #102 holding.
Miller Financial Services first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Vanguard Utilities ETF position peaked at $297K in Q1 2026.
300 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.