PFS
VPU

Prospera Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Prospera Financial Services’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 		$733K Buy
3,739
+811
+28% +$159K 0.01% 894
2026
Q1 		$581K Sell
2,928
-1,754
-37% -$341K 0.01% 932
2025
Q4 		$867K Buy
4,682
+1,571
+50% +$302K 0.01% 728
2025
Q3 		$590K Sell
3,111
-1,244
-29% -$228K 0.01% 874
2025
Q2 		$770K Buy
4,355
+94
+2% +$16.2K 0.01% 749
2025
Q1 		$728K Buy
4,261
+436
+11% +$73.7K 0.02% 650
2024
Q4 		$626K Buy
3,825
+1,210
+46% +$207K 0.01% 674
2024
Q3 		$455K Sell
2,615
-2,555
-49% -$411K 0.01% 757
2024
Q2 		$765K Sell
5,170
-32
-0.6% -$4.77K 0.02% 578
2024
Q1 		$742K Sell
5,202
-396
-7% -$53.5K 0.02% 581
2023
Q4 		$767K Sell
5,598
-978
-15% -$129K 0.03% 537
2023
Q3 		$839K Sell
6,576
-368
-5% -$51.5K 0.03% 459
2023
Q2 		$987K Sell
6,944
-312
-4% -$45.7K 0.04% 422
2023
Q1 		$1.07M Sell
7,256
-2,134
-23% -$316K 0.04% 404
2022
Q4 		$1.44M Sell
9,390
-146
-2% -$21.6K 0.07% 284
2022
Q3 		$1.36M Buy
9,536
+493
+5% +$78.6K 0.07% 304
2022
Q2 		$1.38M Buy
9,043
+2,203
+32% +$347K 0.07% 307
2022
Q1 		$1.11M Buy
6,840
+3,364
+97% +$509K 0.05% 403
2021
Q4 		$544K Buy
+3,476
New +$513K 0.02% 552
2020
Q4 		– Sell
-127
Closed -$16K – 1551
2020
Q3 		$16K Buy
+127
New +$16.4K 0.01% 973
2020
Q1 		– Sell
-2,849
Closed -$407K – 626
2019
Q4 		$407K Sell
2,849
-130
-4% -$18.3K 0.03% 416
2019
Q3 		$428K Sell
2,979
-1,400
-32% -$192K 0.04% 352
2019
Q2 		$582K Buy
+4,379
New +$573K 0.07% 260
2018
Q4 		– Sell
-2,297
Closed -$268K – 446
2018
Q3 		$268K Sell
2,297
-1,079
-32% -$128K 0.05% 336
2018
Q2 		$394K Sell
3,376
-1,570
-32% -$176K 0.05% 282
2018
Q1 		$552K Sell
4,946
-1,764
-26% -$195K 0.08% 221
2017
Q4 		$769K Sell
6,710
-737
-10% -$89K 0.12% 158
2017
Q3 		$876K Sell
7,447
-1,129
-13% -$133K 0.13% 148
2017
Q2 		$972K Sell
8,576
-2,614
-23% -$301K 0.16% 130
2017
Q1 		$1.27M Sell
11,190
-422
-4% -$46.3K 0.23% 86
2016
Q4 		$1.24M Buy
11,612
+587
+5% +$61.5K 0.24% 78
2016
Q3 		$1.18M Sell
11,025
-577
-5% -$63.9K 0.24% 81
2016
Q2 		$1.33M Sell
11,602
-259
-2% -$27.8K 0.27% 72
2016
Q1 		$1.27M Sell
11,861
-917
-7% -$91.6K 0.28% 60
2015
Q4 		$1.2M Buy
12,778
+633
+5% +$59.3K 0.26% 62
2015
Q3 		$1.13M Buy
12,145
+477
+4% +$44.3K 0.29% 49
2015
Q2 		$1.05M Sell
11,668
-364
-3% -$34.7K 0.25% 73
2015
Q1 		$1.17M Sell
12,032
-91
-0.8% -$9.13K 0.26% 58
2014
Q4 		$1.24M Sell
12,123
-40
-0.3% -$3.93K 0.31% 54
2014
Q3 		$1.11M Buy
12,163
+93
+0.8% +$8.6K 0.3% 54
2014
Q2 		$1.17M Buy
12,070
+586
+5% +$54.3K 0.32% 62
2014
Q1 		$1.04M Buy
11,484
+654
+6% +$56.4K 0.33% 49
2013
Q4 		$902K Buy
10,830
+3,512
+48% +$294K 0.3% 59
2013
Q3 		$599K Buy
7,318
+2,928
+67% +$244K 0.23% 90
2013
Q2 		$356K Buy
+4,390
New +$374K 0.16% 138

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

Prospera Financial Services's VPU Position: Q2 2026 in Review

Prospera Financial Services increased its Vanguard Utilities ETF (VPU) stake by 28% in Q2 2026, buying an estimated $159K and bringing the position to 3,739 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #894.

Prospera Financial Services first reported a position in VPU in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.44M in Q4 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Prospera Financial Services held 3,739 shares of Vanguard Utilities ETF worth $733K as of Q2 2026.
  • Prospera Financial Services bought 811 Vanguard Utilities ETF shares in Q2 2026, an estimated $159K.
  • Vanguard Utilities ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #894 holding.
  • Prospera Financial Services first reported a position in Vanguard Utilities ETF in Q2 2013 and has held it in 45 quarters since.
  • Prospera Financial Services's Vanguard Utilities ETF position peaked at $1.44M in Q4 2022.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.