Moss Adams Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Moss Adams Wealth Advisors’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	$5M	Hold	25,569	–	–	0.31%	28
2026 Q1	$5.07M	Sell	25,569 -76	-0.3%	-$14.8K	0.37%	25
2025 Q4	$4.75M	Hold	25,645	–	–	0.34%	25
2025 Q3	$4.86M	Hold	25,645	–	–	0.38%	24
2025 Q2	$4.53M	Buy	25,645 +5,282	+26%	+$911K	0.41%	26
2025 Q1	$3.48M	Buy	20,363 +18,741	+1,155%	+$3.17M	0.37%	24
2024 Q4	$265K	Buy	+1,622	New	+$278K	0.03%	161
2023 Q4	–	Sell	-20	Closed	-$2.55K	–	174
2023 Q3	$2.55K	Hold	20	–	–	﹤0.01%	157
2023 Q2	$2.84K	Hold	20	–	–	﹤0.01%	134
2023 Q1	$2.95K	Hold	20	–	–	﹤0.01%	156
2022 Q4	$3.07K	Buy	+20	New	+$2.96K	﹤0.01%	159

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

Moss Adams Wealth Advisors's VPU Position: Q2 2026 in Review

Moss Adams Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 25,569 shares worth $5M. The position accounts for 0.31% of the portfolio, ranked #28.

Moss Adams Wealth Advisors first reported a position in VPU in Q4 2022 and has held it in 11 quarters since. The position peaked at $5.07M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Moss Adams Wealth Advisors held 25,569 shares of Vanguard Utilities ETF worth $5M as of Q2 2026.
Moss Adams Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.31% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 11 quarters since.
Moss Adams Wealth Advisors's Vanguard Utilities ETF position peaked at $5.07M in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.