NEPWA
VPU

New England Private Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

New England Private Wealth 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 		$4.8M Buy
24,515
+159
+0.7% +$31.2K 0.46% 55
2026
Q1 		$4.83M Buy
24,356
+158
+0.7% +$30.7K 0.56% 50
2025
Q4 		$4.48M Buy
24,198
+176
+0.7% +$33.8K 0.56% 47
2025
Q3 		$4.55M Buy
24,022
+22,521
+1,500% +$4.13M 0.6% 46
2025
Q2 		$276K Buy
1,501
+10
+0.7% +$1.73K 0.04% 139
2025
Q1 		$255K Buy
1,491
+8
+0.5% +$1.35K 0.04% 129
2024
Q4 		$243K Buy
1,483
+21
+1% +$3.59K 0.04% 133
2024
Q3 		$255K Buy
1,462
+15
+1% +$2.41K 0.04% 130
2024
Q2 		$216K Buy
1,447
+2
+0.1% +$298 0.04% 132
2024
Q1 		$205K Buy
+1,445
New +$195K 0.04% 130
2023
Q2 		– Sell
-1,395
Closed -$207K – 115
2023
Q1 		$207K Buy
1,395
+9
+0.6% +$1.33K 0.04% 104
2022
Q4 		$212K Buy
+1,386
New +$205K 0.05% 99
2022
Q3 		– Sell
-1,350
Closed -$220K – 108
2022
Q2 		$220K Sell
1,350
-3
-0.2% -$472 0.04% 97
2022
Q1 		$220K Sell
1,353
-32,877
-96% -$4.97M 0.04% 98
2021
Q4 		$177K Buy
+34,230
New +$5.05M 0.03% 102

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

New England Private Wealth Advisors's VPU Position: Q2 2026 in Review

New England Private Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.65% in Q2 2026, buying an estimated $31.2K and bringing the position to 24,515 shares worth $4.8M. The position accounts for 0.46% of the portfolio, ranked #55.

New England Private Wealth Advisors first reported a position in VPU in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.83M in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • New England Private Wealth Advisors held 24,515 shares of Vanguard Utilities ETF worth $4.8M as of Q2 2026.
  • New England Private Wealth Advisors bought 159 Vanguard Utilities ETF shares in Q2 2026, an estimated $31.2K.
  • Vanguard Utilities ETF made up 0.46% of New England Private Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • New England Private Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 15 quarters since.
  • New England Private Wealth Advisors's Vanguard Utilities ETF position peaked at $4.83M in Q1 2026.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.