Morgan Stanley
VPU

Morgan Stanley’s Vanguard Utilities ETF VPU Stock Holding History

Morgan Stanley’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 		$237M Sell
1,210,206
-2,565
-0.2% -$503K 0.01% 916
2026
Q1 		$240M Buy
1,212,771
+66,848
+6% +$13M 0.01% 853
2025
Q4 		$212M Buy
1,145,923
+37,431
+3% +$7.19M 0.01% 917
2025
Q3 		$210M Sell
1,108,492
-63,591
-5% -$11.6M 0.01% 904
2025
Q2 		$207M Sell
1,172,083
-18,069
-2% -$3.12M 0.01% 868
2025
Q1 		$203M Buy
1,190,152
+73,136
+7% +$12.4M 0.01% 837
2024
Q4 		$183M Buy
1,117,016
+154,285
+16% +$26.4M 0.01% 879
2024
Q3 		$168M Sell
962,731
-19,246
-2% -$3.09M 0.01% 922
2024
Q2 		$145M Buy
981,977
+23,334
+2% +$3.48M 0.01% 949
2024
Q1 		$137M Sell
958,643
-37,120
-4% -$5.02M 0.01% 987
2023
Q4 		$136M Buy
995,763
+189,863
+24% +$25.1M 0.01% 969
2023
Q3 		$103M Sell
805,900
-69,390
-8% -$9.71M 0.01% 1040
2023
Q2 		$124M Sell
875,290
-3,540
-0.4% -$519K 0.01% 948
2023
Q1 		$130M Sell
878,830
-163,326
-16% -$24.2M 0.01% 916
2022
Q4 		$160M Buy
1,042,156
+48,444
+5% +$7.18M 0.02% 786
2022
Q3 		$141M Buy
993,712
+16,465
+2% +$2.62M 0.02% 732
2022
Q2 		$149M Buy
977,247
+185,199
+23% +$29.1M 0.02% 719
2022
Q1 		$128M Buy
792,048
+246,398
+45% +$37.3M 0.02% 721
2021
Q4 		$85.3M Buy
545,650
+40,563
+8% +$5.98M 0.01% 996
2021
Q3 		$70.3M Buy
505,087
+13,837
+3% +$2.02M 0.01% 1060
2021
Q2 		$68.2M Buy
491,250
+10,967
+2% +$1.57M 0.01% 1093
2021
Q1 		$67.5M Sell
480,283
-33,551
-7% -$4.57M 0.01% 973
2020
Q4 		$70.5M Sell
513,834
-23,297
-4% -$3.21M 0.01% 887
2020
Q3 		$69.3M Sell
537,131
-22,307
-4% -$2.89M 0.01% 750
2020
Q2 		$69.2M Sell
559,438
-60,249
-10% -$7.63M 0.02% 696
2020
Q1 		$75.6M Sell
619,687
-54,780
-8% -$7.7M 0.02% 577
2019
Q4 		$96.4M Buy
674,467
+26,094
+4% +$3.67M 0.02% 622
2019
Q3 		$93.1M Buy
648,373
+62,228
+11% +$8.54M 0.02% 585
2019
Q2 		$77.9M Buy
586,145
+38,662
+7% +$5.06M 0.02% 647
2019
Q1 		$71M Sell
547,483
-70,577
-11% -$8.75M 0.02% 667
2018
Q4 		$72.8M Buy
618,060
+149,543
+32% +$18.1M 0.02% 657
2018
Q3 		$55.2M Buy
468,517
+117,423
+33% +$13.9M 0.01% 911
2018
Q2 		$40.7M Buy
351,094
+25,492
+8% +$2.86M 0.01% 1032
2018
Q1 		$36.4M Buy
325,602
+66,105
+25% +$7.3M 0.01% 1141
2017
Q4 		$30.3M Buy
259,497
+21,312
+9% +$2.57M 0.01% 1330
2017
Q3 		$27.8M Sell
238,185
-55,182
-19% -$6.52M 0.01% 1315
2017
Q2 		$33.5M Buy
293,367
+52,076
+22% +$6M 0.01% 1145
2017
Q1 		$27.2M Sell
241,291
-7,660
-3% -$841K 0.01% 1317
2016
Q4 		$26.6M Sell
248,951
-20,959
-8% -$2.2M 0.01% 1292
2016
Q3 		$28.9M Sell
269,910
-80,068
-23% -$8.86M 0.01% 1188
2016
Q2 		$40.1M Sell
349,978
-206
-0.1% -$22.1K 0.01% 930
2016
Q1 		$37.7M Buy
350,184
+122,767
+54% +$12.3M 0.01% 918
2015
Q4 		$21.4M Buy
227,417
+7,658
+3% +$717K 0.01% 1348
2015
Q3 		$20.4M Buy
219,759
+13,500
+7% +$1.25M 0.01% 1349
2015
Q2 		$18.5M Buy
206,259
+16,290
+9% +$1.55M 0.01% 1562
2015
Q1 		$18.4M Sell
189,969
-30,599
-14% -$3.07M 0.01% 1523
2014
Q4 		$22.6M Buy
220,568
+1,534
+0.7% +$151K 0.01% 1384
2014
Q3 		$20M Sell
219,034
-5,333
-2% -$493K 0.01% 1437
2014
Q2 		$21.7M Buy
224,367
+9,654
+4% +$895K 0.01% 1365
2014
Q1 		$19.4M Buy
214,713
+3,638
+2% +$314K 0.01% 1399
2013
Q4 		$17.6M Buy
211,075
+6,978
+3% +$584K 0.01% 1456
2013
Q3 		$16.7M Sell
204,097
-19,227
-9% -$1.6M 0.01% 1366
2013
Q2 		$18.4M Buy
+223,324
New +$19M 0.01% 1239

Other funds holding VPU

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley's VPU Position: Q2 2026 in Review

Morgan Stanley reduced its Vanguard Utilities ETF (VPU) stake by 0.21% in Q2 2026, selling an estimated $503K and leaving 1,210,206 shares worth $237M. The position accounts for 0.01% of the portfolio, ranked #916.

Morgan Stanley first reported a position in VPU in Q2 2013 and has held it in 53 quarters since. The position peaked at $240M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Morgan Stanley held 1,210,206 shares of Vanguard Utilities ETF worth $237M as of Q2 2026.
  • Morgan Stanley sold 2,565 Vanguard Utilities ETF shares in Q2 2026, an estimated $503K.
  • Vanguard Utilities ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #916 holding.
  • Morgan Stanley first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Vanguard Utilities ETF position peaked at $240M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.