PMFA
VPU

Plante Moran Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Plante Moran 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 		$12.3K Hold
63
– – ﹤0.01% 533
2026
Q1 		$12.5K Hold
63
– – ﹤0.01% 497
2025
Q4 		$11.7K Hold
63
– – ﹤0.01% 536
2025
Q3 		$11.9K Hold
63
– – ﹤0.01% 530
2025
Q2 		$11.1K Hold
63
– – ﹤0.01% 546
2025
Q1 		$10.8K Sell
63
-179
-74% -$30.2K ﹤0.01% 556
2024
Q4 		$39.5K Buy
242
+63
+35% +$10.8K ﹤0.01% 386
2024
Q3 		$31.2K Buy
179
+72
+67% +$11.6K ﹤0.01% 460
2024
Q2 		$15.8K Sell
107
-16
-13% -$2.38K ﹤0.01% 512
2024
Q1 		$17.5K Buy
123
+16
+15% +$2.16K ﹤0.01% 521
2023
Q4 		$14.7K Hold
107
– – ﹤0.01% 502
2023
Q3 		$13.6K Hold
107
– – ﹤0.01% 496
2023
Q2 		$15.2K Hold
107
– – ﹤0.01% 496
2023
Q1 		$15.8K Hold
107
– – ﹤0.01% 497
2022
Q4 		$16.4K Hold
107
– – ﹤0.01% 505
2022
Q3 		$15K Buy
+107
New +$17.1K ﹤0.01% 527
2021
Q3 		– Sell
-400
Closed -$56K – 1028
2021
Q2 		$56K Buy
+400
New +$57.3K 0.01% 346
2020
Q2 		– Sell
-336
Closed -$41K – 858
2020
Q1 		$41K Buy
336
+68
+25% +$9.56K 0.02% 285
2019
Q4 		$38K Sell
268
-71
-21% -$9.98K 0.01% 362
2019
Q3 		$49K Hold
339
– – 0.01% 344
2019
Q2 		$45K Hold
339
– – 0.01% 360
2019
Q1 		$44K Sell
339
-93
-22% -$11.5K 0.01% 363
2018
Q4 		$51K Buy
432
+25
+6% +$3.03K 0.02% 284
2018
Q3 		$48K Hold
407
– – 0.02% 303
2018
Q2 		$47K Hold
407
– – 0.02% 337
2018
Q1 		$46K Hold
407
– – 0.03% 360
2017
Q4 		$47K Hold
407
– – 0.03% 359
2017
Q3 		$48K Sell
407
-144
-26% -$17K 0.03% 318
2017
Q2 		$63K Hold
551
– – 0.04% 264
2017
Q1 		$62K Hold
551
– – 0.04% 282
2016
Q4 		$59K Hold
551
– – 0.04% 297
2016
Q3 		$59K Buy
+551
New +$61K 0.04% 283

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

Plante Moran Financial Advisors's VPU Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 63 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Plante Moran Financial Advisors first reported a position in VPU in Q3 2016 and has held it in 32 quarters since. The position peaked at $63K in Q2 2017. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Plante Moran Financial Advisors held 63 shares of Vanguard Utilities ETF worth $12.3K as of Q2 2026.
  • Plante Moran Financial Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #533 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Utilities ETF in Q3 2016 and has held it in 32 quarters since.
  • Plante Moran Financial Advisors's Vanguard Utilities ETF position peaked at $63K in Q2 2017.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.