MEG
VPU

Millstone Evans Group’s Vanguard Utilities ETF VPU Stock Holding History

Millstone Evans 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 		$17.4K Hold
89
– – 0.01% 519
2026
Q1 		$17.6K Hold
89
– – 0.01% 494
2025
Q4 		$16.5K Hold
89
– – 0.01% 489
2025
Q3 		$16.9K Hold
89
– – 0.01% 472
2025
Q2 		$15.7K Hold
89
– – 0.01% 473
2025
Q1 		$15.2K Hold
89
– – 0.01% 475
2024
Q4 		$14.5K Buy
+89
New +$15.2K 0.01% 454

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

Millstone Evans Group's VPU Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 89 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #519.

Millstone Evans Group first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.6K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Millstone Evans Group held 89 shares of Vanguard Utilities ETF worth $17.4K as of Q2 2026.
  • Millstone Evans Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #519 holding.
  • Millstone Evans Group first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Vanguard Utilities ETF position peaked at $17.6K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.