Modera Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Modera Wealth Management’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	$461K	Buy	2,353 +406	+21%	+$79.6K	﹤0.01%	475
2026 Q1	$386K	Hold	1,947	–	–	﹤0.01%	485
2025 Q4	$360K	Hold	1,947	–	–	﹤0.01%	515
2025 Q3	$369K	Hold	1,947	–	–	﹤0.01%	503
2025 Q2	$344K	Buy	+1,947	New	+$336K	﹤0.01%	509
2023 Q3	–	Sell	-1,684	Closed	-$239K	–	585
2023 Q2	$239K	Sell	1,684 -12	-0.7%	-$1.76K	﹤0.01%	501
2023 Q1	$250K	Sell	1,696 -1,168	-41%	-$173K	0.01%	309
2022 Q4	$439K	Buy	2,864 +216	+8%	+$32K	0.02%	228
2022 Q3	$377K	Hold	2,648	–	–	0.02%	215
2022 Q2	$403K	Sell	2,648 -313	-11%	-$49.3K	0.02%	220
2022 Q1	$479K	Buy	2,961 +1,656	+127%	+$250K	0.02%	213
2021 Q4	$204K	Buy	+1,305	New	+$192K	0.01%	566

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Modera Wealth Management's VPU Position: Q2 2026 in Review

Modera Wealth Management increased its Vanguard Utilities ETF (VPU) stake by 21% in Q2 2026, buying an estimated $79.6K and bringing the position to 2,353 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Modera Wealth Management first reported a position in VPU in Q4 2021 and has held it in 12 quarters since. The position peaked at $479K in Q1 2022. 442 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Modera Wealth Management held 2,353 shares of Vanguard Utilities ETF worth $461K as of Q2 2026.
Modera Wealth Management bought 406 Vanguard Utilities ETF shares in Q2 2026, an estimated $79.6K.
Vanguard Utilities ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #475 holding.
Modera Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 12 quarters since.
Modera Wealth Management's Vanguard Utilities ETF position peaked at $479K in Q1 2022.
442 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.