NP
VPU

NorthRock Partners’s Vanguard Utilities ETF VPU Stock Holding History

NorthRock Partners’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
2025
Q2 		– Sell
-107
Closed -$18.3K – 942
2025
Q1 		$18.3K Hold
107
– – ﹤0.01% 750
2024
Q4 		$17.5K Buy
107
+5
+5% +$856 ﹤0.01% 707
2024
Q3 		$17.9K Hold
102
– – ﹤0.01% 752
2024
Q2 		$15.2K Hold
102
– – ﹤0.01% 739
2024
Q1 		$14.5K Hold
102
– – ﹤0.01% 725
2023
Q4 		$14K Buy
+102
New +$13.5K ﹤0.01% 669

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NorthRock Partners's VPU Position: Q2 2025 in Review

NorthRock Partners sold out of Vanguard Utilities ETF (VPU) in Q2 2025, closing a stake of 107 shares — an estimated $18.3K sold.

NorthRock Partners first reported a position in VPU in Q4 2023 and held it in 6 quarters. The position peaked at $18.3K in Q1 2025. 619 funds tracked by Wall St. Rank hold VPU as of Q2 2025.

  • NorthRock Partners reported no remaining Vanguard Utilities ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 107 Vanguard Utilities ETF shares in Q2 2025, an estimated $18.3K.
  • NorthRock Partners first reported a position in Vanguard Utilities ETF in Q4 2023 and held it in 6 quarters.
  • NorthRock Partners's Vanguard Utilities ETF position peaked at $18.3K in Q1 2025.
  • 619 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.