Pacific Sun Financial’s Vanguard Utilities ETF VPU Stock Holding History

Pacific Sun Financial’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	$229K	Hold	1,170	–	–	0.09%	197
2026 Q1	$232K	Hold	1,170	–	–	0.11%	184
2025 Q4	$216K	Hold	1,170	–	–	0.1%	186
2025 Q3	$222K	Hold	1,170	–	–	0.11%	180
2025 Q2	$207K	Buy	+1,170	New	+$202K	0.11%	181
2024 Q4	–	Sell	-1,190	Closed	-$207K	–	189
2024 Q3	$207K	Buy	+1,190	New	+$191K	0.11%	180
2022 Q4	$201K	Buy	+1,310	New	+$194K	0.14%	172
2022 Q3	–	Sell	-1,340	Closed	-$204K	–	179
2022 Q2	$204K	Hold	1,340	–	–	0.13%	172
2022 Q1	$217K	Sell	1,340 -90	-6%	-$13.6K	0.12%	181
2021 Q4	$224K	Sell	1,430 -100	-7%	-$14.7K	0.12%	173
2021 Q3	$213K	Buy	+1,530	New	+$223K	0.12%	171
2020 Q3	$307K	Hold	2,380	–	–	0.26%	110
2020 Q2	$294K	Hold	2,380	–	–	0.27%	111
2020 Q1	$290K	Hold	2,380	–	–	0.33%	98
2019 Q4	$340K	Hold	2,380	–	–	0.3%	104
2019 Q3	$342K	Hold	2,380	–	–	0.32%	102
2019 Q2	$316K	Buy	+2,380	New	+$311K	0.3%	107
2018 Q2	$283K	Sell	2,380 -600	-20%	-$67.4K	0.29%	98
2018 Q1	$333K	Buy	+2,980	New	+$329K	0.44%	79

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 Sun Financial's VPU Position: Q2 2026 in Review

Pacific Sun Financial held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 1,170 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #197.

Pacific Sun Financial first reported a position in VPU in Q1 2018 and has held it in 19 quarters since. The position peaked at $342K in Q3 2019. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Pacific Sun Financial held 1,170 shares of Vanguard Utilities ETF worth $229K as of Q2 2026.
Pacific Sun Financial left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.09% of Pacific Sun Financial's portfolio in Q2 2026, its #197 holding.
Pacific Sun Financial first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 19 quarters since.
Pacific Sun Financial's Vanguard Utilities ETF position peaked at $342K in Q3 2019.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.