Northwest Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Northwest Financial 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	$590K	Sell	3,016 -90	-3%	-$17.7K	0.08%	38
2026 Q1	$615K	Buy	3,106 +2	+0.1%	+$389	1.19%	22
2025 Q4	$574K	Sell	3,104 -81	-3%	-$15.6K	1.18%	24
2025 Q3	$603K	Buy	3,185 +54	+2%	+$9.89K	0.78%	37
2025 Q2	$553K	Buy	3,131 +2	+0.1%	+$345	0.77%	39
2025 Q1	$535K	Buy	3,129 +1	+0%	+$169	0.44%	54
2024 Q4	$511K	Hold	3,128	–	–	0.42%	59
2024 Q3	$544K	Buy	3,128 +148	+5%	+$23.8K	0.43%	52
2024 Q2	$441K	Buy	2,980 +851	+40%	+$127K	0.45%	53
2024 Q1	$304K	Buy	2,129 +2,021	+1,871%	+$273K	0.33%	74
2023 Q4	$14.8K	Buy	+108	New	+$14.3K	0.01%	341

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

Northwest Financial Advisors's VPU Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 2.9% in Q2 2026, selling an estimated $17.7K and leaving 3,016 shares worth $590K. The position accounts for 0.08% of the portfolio, ranked #38.

Northwest Financial Advisors first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $615K in Q1 2026. 694 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Northwest Financial Advisors held 3,016 shares of Vanguard Utilities ETF worth $590K as of Q2 2026.
Northwest Financial Advisors sold 90 Vanguard Utilities ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Utilities ETF made up 0.08% of Northwest Financial Advisors's portfolio in Q2 2026, its #38 holding.
Northwest Financial Advisors first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Vanguard Utilities ETF position peaked at $615K in Q1 2026.
694 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.