Pacific Excel Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Pacific Excel 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	$333K	Buy	+1,700	New	+$333K	0.13%	133

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

Pacific Excel Wealth Advisors's VPU Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,700 shares worth $333K. The stake represents 0.13% of the portfolio and ranks #133 among its holdings.

692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Pacific Excel Wealth Advisors held 1,700 shares of Vanguard Utilities ETF worth $333K as of Q2 2026.
Vanguard Utilities ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Vanguard Utilities ETF made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #133 holding.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.