Nalls Sherbakoff Group’s Vanguard Utilities ETF VPU Stock Holding History

Nalls Sherbakoff 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	$3.52K	Hold	18	–	–	﹤0.01%	322
2026 Q1	$3.57K	Hold	18	–	–	﹤0.01%	356
2025 Q4	$3.33K	Hold	18	–	–	﹤0.01%	388
2025 Q3	$3.41K	Hold	18	–	–	﹤0.01%	375
2025 Q2	$3.18K	Hold	18	–	–	﹤0.01%	374
2025 Q1	$3.08K	Buy	+18	New	+$3.04K	﹤0.01%	361
2023 Q4	$2.47K	Sell	18 -21	-54%	-$2.77K	﹤0.01%	345
2023 Q3	$5.02K	Hold	39	–	–	﹤0.01%	298
2023 Q2	$5.56K	Hold	39	–	–	0.01%	294
2023 Q1	$5.76K	Buy	+39	New	+$5.77K	0.01%	294
2018 Q4	$76K	Buy	+642	New	+$77.7K	0.12%	100

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 22.96% 1-Year Est. Return

BCMIO

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

Empower Advisory Group 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

Nalls Sherbakoff Group's VPU Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 18 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Nalls Sherbakoff Group first reported a position in VPU in Q4 2018 and has held it in 11 quarters since. The position peaked at $76K in Q4 2018. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Nalls Sherbakoff Group held 18 shares of Vanguard Utilities ETF worth $3.52K as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #322 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Utilities ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Utilities ETF position peaked at $76K in Q4 2018.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.