Mountain Hill Investment Partners’s Vanguard Utilities ETF VPU Stock Holding History

Mountain Hill Investment Partners’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	$2.44K	Hold	12	–	–	﹤0.01%	129
2026 Q1	$2.46K	Hold	12	–	–	﹤0.01%	126
2025 Q4	$2.28K	Hold	12	–	–	﹤0.01%	150
2025 Q3	$2.32K	Hold	12	–	–	﹤0.01%	154
2025 Q2	$2.14K	Hold	12	–	–	﹤0.01%	117
2025 Q1	$2.06K	Hold	12	–	–	﹤0.01%	122
2024 Q4	$1.96K	Buy	+12	New	+$2.05K	﹤0.01%	127

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 $1.59B AUM 11.62% 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

Mountain Hill Investment Partners's VPU Position: Q2 2026 in Review

Mountain Hill Investment Partners held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 12 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Mountain Hill Investment Partners first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Mountain Hill Investment Partners held 12 shares of Vanguard Utilities ETF worth $2.44K as of Q2 2026.
Mountain Hill Investment Partners left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Mountain Hill Investment Partners's portfolio in Q2 2026, its #129 holding.
Mountain Hill Investment Partners first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Mountain Hill Investment Partners's Vanguard Utilities ETF position peaked at $2.46K in Q1 2026.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mountain Hill Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.