MA
VPU

Mutual Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Mutual 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 		$1.06M Buy
5,409
+378
+8% +$74.1K 0.02% 632
2026
Q1 		$997K Sell
5,031
-3,357
-40% -$652K 0.02% 601
2025
Q4 		$1.55M Sell
8,388
-30
-0.4% -$5.76K 0.03% 426
2025
Q3 		$1.65M Sell
8,418
-184
-2% -$33.7K 0.04% 416
2025
Q2 		$1.57M Buy
8,602
+4,124
+92% +$711K 0.04% 371
2025
Q1 		$758K Sell
4,478
-565
-11% -$95.4K 0.02% 554
2024
Q4 		$857K Sell
5,043
-250
-5% -$42.8K 0.02% 528
2024
Q3 		$928K Sell
5,293
-66
-1% -$10.6K 0.03% 505
2024
Q2 		$833K Sell
5,359
-81
-1% -$12.1K 0.03% 545
2024
Q1 		$776K Sell
5,440
-252
-4% -$34.1K 0.02% 562
2023
Q4 		$780K Sell
5,692
-1,455
-20% -$192K 0.03% 522
2023
Q3 		$912K Buy
7,147
+524
+8% +$73.3K 0.04% 447
2023
Q2 		$942K Buy
6,623
+113
+2% +$16.6K 0.04% 451
2023
Q1 		$960K Buy
6,510
+275
+4% +$40.7K 0.04% 433
2022
Q4 		$956K Sell
6,235
-132
-2% -$19.6K 0.04% 416
2022
Q3 		$906K Buy
6,367
+147
+2% +$23.4K 0.05% 393
2022
Q2 		$948K Sell
6,220
-200
-3% -$31.5K 0.06% 354
2022
Q1 		$1.04M Sell
6,420
-162
-2% -$24.5K 0.06% 367
2021
Q4 		$1.03M Buy
6,582
+54
+0.8% +$7.96K 0.05% 377
2021
Q3 		$908K Buy
6,528
+125
+2% +$18.3K 0.05% 382
2021
Q2 		$888K Sell
6,403
-137
-2% -$19.6K 0.05% 380
2021
Q1 		$919K Sell
6,540
-294
-4% -$40K 0.06% 339
2020
Q4 		$938K Buy
6,834
+2,058
+43% +$284K 0.07% 324
2020
Q3 		$617K Buy
4,776
+1,823
+62% +$236K 0.05% 373
2020
Q2 		$365K Buy
2,953
+347
+13% +$43.9K 0.04% 460
2020
Q1 		$318K Sell
2,606
-537
-17% -$75.5K 0.04% 383
2019
Q4 		$449K Buy
3,143
+1,063
+51% +$149K 0.05% 367
2019
Q3 		$299K Buy
2,080
+74
+4% +$10.2K 0.04% 420
2019
Q2 		$267K Buy
2,006
+71
+4% +$9.28K 0.03% 466
2019
Q1 		$251K Buy
+1,935
New +$240K 0.04% 397

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

Mutual Advisors's VPU Position: Q2 2026 in Review

Mutual Advisors increased its Vanguard Utilities ETF (VPU) stake by 7.5% in Q2 2026, buying an estimated $74.1K and bringing the position to 5,409 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #632.

Mutual Advisors first reported a position in VPU in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.65M in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Mutual Advisors held 5,409 shares of Vanguard Utilities ETF worth $1.06M as of Q2 2026.
  • Mutual Advisors bought 378 Vanguard Utilities ETF shares in Q2 2026, an estimated $74.1K.
  • Vanguard Utilities ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #632 holding.
  • Mutual Advisors first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 30 quarters since.
  • Mutual Advisors's Vanguard Utilities ETF position peaked at $1.65M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.