OIA
VPU

OneDigital Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

OneDigital Investment 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 		$1.71M Sell
8,722
-1,529
-15% -$300K 0.01% 559
2026
Q1 		$2.03M Sell
10,251
-57
-0.6% -$11.1K 0.02% 475
2025
Q4 		$1.91M Sell
10,308
-150
-1% -$28.8K 0.02% 473
2025
Q3 		$1.98M Buy
10,458
+3,589
+52% +$657K 0.02% 443
2025
Q2 		$1.21M Buy
6,869
+2,101
+44% +$362K 0.01% 574
2025
Q1 		$814K Sell
4,768
-174
-4% -$29.4K 0.01% 673
2024
Q4 		$808K Sell
4,942
-34
-0.7% -$5.82K 0.01% 708
2024
Q3 		$866K Buy
4,976
+400
+9% +$64.3K 0.01% 705
2024
Q2 		$677K Sell
4,576
-236
-5% -$35.2K 0.01% 769
2024
Q1 		$686K Sell
4,812
-2,196
-31% -$297K 0.01% 626
2023
Q4 		$961K Buy
7,008
+2,510
+56% +$331K 0.02% 494
2023
Q3 		$574K Sell
4,498
-1,312
-23% -$184K 0.01% 593
2023
Q2 		$826K Sell
5,810
-3,516
-38% -$515K 0.02% 461
2023
Q1 		$1.38M Sell
9,326
-278
-3% -$41.2K 0.03% 338
2022
Q4 		$1.47M Buy
+9,604
New +$1.42M 0.04% 292
2019
Q3 		– Sell
-1
Closed – – 1146
2019
Q2 		$0 Hold
1
– – ﹤0.01% 1280
2019
Q1 		$0 Hold
1
– – ﹤0.01% 1198
2018
Q4 		$0 Buy
+1
New +$121 ﹤0.01% 1281
2018
Q3 		– Sell
-297
Closed -$34K – 1264
2018
Q2 		$34K Sell
297
-66
-18% -$7.41K 0.01% 619
2018
Q1 		$41K Sell
363
-296
-45% -$32.7K 0.01% 581
2017
Q4 		$78K Buy
659
+593
+898% +$71.6K 0.01% 399
2017
Q3 		$8K Sell
66
-361
-85% -$42.6K ﹤0.01% 842
2017
Q2 		$49K Buy
+427
New +$49.2K 0.01% 484

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

OneDigital Investment Advisors's VPU Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Vanguard Utilities ETF (VPU) stake by 15% in Q2 2026, selling an estimated $300K and leaving 8,722 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #559.

OneDigital Investment Advisors first reported a position in VPU in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.03M in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • OneDigital Investment Advisors held 8,722 shares of Vanguard Utilities ETF worth $1.71M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,529 Vanguard Utilities ETF shares in Q2 2026, an estimated $300K.
  • Vanguard Utilities ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #559 holding.
  • OneDigital Investment Advisors first reported a position in Vanguard Utilities ETF in Q2 2017 and has held it in 23 quarters since.
  • OneDigital Investment Advisors's Vanguard Utilities ETF position peaked at $2.03M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.