Mount Yale Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Mount Yale Investment 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	$226K	Buy	+1,156	New	+$227K	﹤0.01%	1102
2026 Q1	–	Sell	-5,386	Closed	-$997K	–	1132
2025 Q4	$997K	Buy	5,386 +1,603	+42%	+$308K	0.05%	314
2025 Q3	$717K	Buy	+3,783	New	+$693K	0.05%	344

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 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group 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

Mount Yale Investment Advisors's VPU Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,156 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VPU as recently as Q4 2025.

Mount Yale Investment Advisors first reported a position in VPU in Q3 2025 and has held it in 3 quarters since. The position peaked at $997K in Q4 2025. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Mount Yale Investment Advisors held 1,156 shares of Vanguard Utilities ETF worth $226K as of Q2 2026.
Vanguard Utilities ETF was a new Mount Yale Investment Advisors position in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1102 holding.
Mount Yale Investment Advisors first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's Vanguard Utilities ETF position peaked at $997K in Q4 2025.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.