MCC
VPU

Money Concepts Capital’s Vanguard Utilities ETF VPU Stock Holding History

Money Concepts Capital’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 		$783K Buy
4,002
+20
+0.5% +$3.92K 0.04% 346
2026
Q1 		$789K Sell
3,982
-4
-0.1% -$777 0.04% 318
2025
Q4 		$737K Sell
3,986
-56
-1% -$10.8K 0.04% 292
2025
Q3 		$766K Sell
4,042
-130
-3% -$23.8K 0.05% 275
2025
Q2 		$736K Sell
4,172
-82
-2% -$14.1K 0.05% 272
2025
Q1 		$727K Sell
4,254
-75
-2% -$12.7K 0.05% 260
2024
Q4 		$707K Buy
4,329
+565
+15% +$96.7K 0.05% 254
2024
Q3 		$655K Buy
3,764
+101
+3% +$16.2K 0.05% 262
2024
Q2 		$542K Buy
3,663
+130
+4% +$19.4K 0.05% 278
2024
Q1 		$504K Buy
3,533
+1,775
+101% +$240K 0.05% 288
2023
Q4 		$241K Buy
1,758
+7
+0.4% +$924 0.02% 354
2023
Q3 		$223K Sell
1,751
-15
-0.8% -$2.1K 0.02% 329
2023
Q2 		$251K Sell
1,766
-11,426
-87% -$1.67M 0.03% 325
2023
Q1 		$326K Buy
13,192
+7,207
+120% +$1.07M 0.02% 347
2022
Q4 		$918K Buy
5,985
+4,595
+331% +$681K 0.04% 314
2022
Q3 		$198K Buy
1,390
+12
+0.9% +$1.91K 0.01% 426
2022
Q2 		$215K Sell
1,378
-4,725
-77% -$744K 0.02% 394
2022
Q1 		$988K Buy
6,103
+4,886
+401% +$739K 0.06% 301
2021
Q4 		$190K Buy
+1,217
New +$179K 0.02% 496
2021
Q1 		$157K Hold
1,121
– – 0.01% 485
2020
Q4 		$154K Buy
+1,121
New +$155K 0.01% 437

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 22.9% 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

Money Concepts Capital's VPU Position: Q2 2026 in Review

Money Concepts Capital increased its Vanguard Utilities ETF (VPU) stake by 0.5% in Q2 2026, buying an estimated $3.92K and bringing the position to 4,002 shares worth $783K. The position accounts for 0.04% of the portfolio, ranked #346.

Money Concepts Capital first reported a position in VPU in Q4 2020 and has held it in 21 quarters since. The position peaked at $988K in Q1 2022. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Money Concepts Capital held 4,002 shares of Vanguard Utilities ETF worth $783K as of Q2 2026.
  • Money Concepts Capital bought 20 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.92K.
  • Vanguard Utilities ETF made up 0.04% of Money Concepts Capital's portfolio in Q2 2026, its #346 holding.
  • Money Concepts Capital first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 21 quarters since.
  • Money Concepts Capital's Vanguard Utilities ETF position peaked at $988K in Q1 2022.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.