MAG
VPU

MRA Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

MRA Advisory Group’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 		$4.73M Sell
24,168
-144
-0.6% -$28.2K 1.71% 18
2026
Q1 		$4.82M Buy
24,312
+2,308
+10% +$448K 1.96% 17
2025
Q4 		$4.07M Buy
22,004
+261
+1% +$50.1K 1.71% 19
2025
Q3 		$4.12M Buy
21,743
+995
+5% +$182K 1.8% 16
2025
Q2 		$3.66M Sell
20,748
-227
-1% -$39.2K 1.72% 16
2025
Q1 		$3.58M Buy
20,975
+1,770
+9% +$299K 1.91% 13
2024
Q4 		$3.14M Buy
+19,205
New +$3.29M 1.66% 17

Other funds holding VPU

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

MRA Advisory Group's VPU Position: Q2 2026 in Review

MRA Advisory Group reduced its Vanguard Utilities ETF (VPU) stake by 0.59% in Q2 2026, selling an estimated $28.2K and leaving 24,168 shares worth $4.73M. The position accounts for 1.71% of the portfolio, ranked #18.

MRA Advisory Group first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.82M in Q1 2026. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • MRA Advisory Group held 24,168 shares of Vanguard Utilities ETF worth $4.73M as of Q2 2026.
  • MRA Advisory Group sold 144 Vanguard Utilities ETF shares in Q2 2026, an estimated $28.2K.
  • Vanguard Utilities ETF made up 1.71% of MRA Advisory Group's portfolio in Q2 2026, its #18 holding.
  • MRA Advisory Group first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • MRA Advisory Group's Vanguard Utilities ETF position peaked at $4.82M in Q1 2026.
  • 694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.