N.E.W. Advisory Services’s Vanguard Utilities ETF VPU Stock Holding History

N.E.W. Advisory Services’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	$181K	Hold	927	–	–	0.01%	229
2026 Q1	$184K	Hold	927	–	–	0.01%	220
2025 Q4	$172K	Hold	927	–	–	0.01%	218
2025 Q3	$176K	Sell	927 -17	-2%	-$3.11K	0.02%	198
2025 Q2	$167K	Buy	944 +1	+0.1%	+$172	0.02%	199
2025 Q1	$161K	Buy	+943	New	+$159K	0.01%	226
2024 Q2	–	Sell	-1,421	Closed	-$203K	–	188
2024 Q1	$203K	Buy	+1,421	New	+$192K	0.02%	167
2022 Q4	–	Sell	-1,768	Closed	-$252K	–	135
2022 Q3	$252K	Sell	1,768 -512	-22%	-$81.6K	0.05%	111
2022 Q2	$347K	Sell	2,280 -86	-4%	-$13.5K	0.06%	89
2022 Q1	$333K	Buy	2,366 +41	+2%	+$6.2K	0.06%	98
2021 Q4	$364K	Buy	2,325 +257	+12%	+$37.9K	0.06%	102
2021 Q3	$288K	Sell	2,068 -25	-1%	-$3.65K	0.05%	109
2021 Q2	$290K	Sell	2,093 -273	-12%	-$39.1K	0.05%	108
2021 Q1	$333K	Sell	2,366 -2,556	-52%	-$348K	0.06%	99
2020 Q4	$676K	Buy	+4,922	New	+$679K	0.14%	70

Other funds holding VPU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

N.E.W. Advisory Services's VPU Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 927 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #229.

N.E.W. Advisory Services first reported a position in VPU in Q4 2020 and has held it in 15 quarters since. The position peaked at $676K in Q4 2020. 498 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

N.E.W. Advisory Services held 927 shares of Vanguard Utilities ETF worth $181K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #229 holding.
N.E.W. Advisory Services first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 15 quarters since.
N.E.W. Advisory Services's Vanguard Utilities ETF position peaked at $676K in Q4 2020.
498 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.