Morton Brown Family Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Morton Brown Family Wealth’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	$24.4K	Buy	125 +1	+0.8%	+$196	0.01%	153
2026 Q1	$24.6K	Hold	124	–	–	0.01%	145
2025 Q4	$22.9K	Sell	124 -68	-35%	-$13.1K	0.01%	147
2025 Q3	$36.4K	Buy	192 +1	+0.5%	+$183	0.01%	122
2025 Q2	$33.7K	Buy	191 +2	+1%	+$345	0.01%	125
2025 Q1	$32.3K	Buy	+189	New	+$31.9K	0.01%	128

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morton Brown Family Wealth's VPU Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Vanguard Utilities ETF (VPU) stake by 0.81% in Q2 2026, buying an estimated $196 and bringing the position to 125 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #153.

Morton Brown Family Wealth first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $36.4K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Morton Brown Family Wealth held 125 shares of Vanguard Utilities ETF worth $24.4K as of Q2 2026.
Morton Brown Family Wealth bought 1 Vanguard Utilities ETF share in Q2 2026, an estimated $196.
Vanguard Utilities ETF made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #153 holding.
Morton Brown Family Wealth first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
Morton Brown Family Wealth's Vanguard Utilities ETF position peaked at $36.4K in Q3 2025.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.