P
VPU

&Partners’s Vanguard Utilities ETF VPU Stock Holding History

&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
2026
Q2 		$3.01M Buy
15,383
+288
+2% +$56.5K 0.01% 803
2026
Q1 		$2.99M Buy
15,095
+963
+7% +$187K 0.01% 730
2025
Q4 		$2.61M Buy
14,132
+3,449
+32% +$662K 0.01% 734
2025
Q3 		$2.02M Buy
10,683
+1,945
+22% +$356K 0.01% 747
2025
Q2 		$1.54M Buy
8,738
+691
+9% +$119K 0.01% 779
2025
Q1 		$1.36M Sell
8,047
-102
-1% -$17.2K 0.01% 701
2024
Q4 		$1.36M Buy
8,149
+2,328
+40% +$398K 0.02% 639
2024
Q3 		$1.01M Buy
+5,821
New +$936K 0.02% 569

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

&Partners's VPU Position: Q2 2026 in Review

&Partners increased its Vanguard Utilities ETF (VPU) stake by 1.9% in Q2 2026, buying an estimated $56.5K and bringing the position to 15,383 shares worth $3.01M. The position accounts for 0.01% of the portfolio, ranked #803.

&Partners first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • &Partners held 15,383 shares of Vanguard Utilities ETF worth $3.01M as of Q2 2026.
  • &Partners bought 288 Vanguard Utilities ETF shares in Q2 2026, an estimated $56.5K.
  • Vanguard Utilities ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #803 holding.
  • &Partners first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.