QFW
VPU

QTR Family Wealth’s Vanguard Utilities ETF VPU Stock Holding History

QTR Family Wealth’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 		$577K Sell
2,950
-73
-2% -$14.3K 0.2% 113
2026
Q1 		$607K Sell
3,023
-57
-2% -$11.1K 0.25% 95
2025
Q4 		$590K Sell
3,080
-102
-3% -$19.6K 0.26% 88
2025
Q3 		$603K Sell
3,182
-49
-2% -$8.97K 0.29% 74
2025
Q2 		$570K Sell
3,231
-1
-0% -$172 0.35% 67
2025
Q1 		$552K Buy
+3,232
New +$546K 0.42% 60

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 22.9% 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

QTR Family Wealth's VPU Position: Q2 2026 in Review

QTR Family Wealth reduced its Vanguard Utilities ETF (VPU) stake by 2.4% in Q2 2026, selling an estimated $14.3K and leaving 2,950 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #113.

QTR Family Wealth first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. The position peaked at $607K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • QTR Family Wealth held 2,950 shares of Vanguard Utilities ETF worth $577K as of Q2 2026.
  • QTR Family Wealth sold 73 Vanguard Utilities ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Utilities ETF made up 0.2% of QTR Family Wealth's portfolio in Q2 2026, its #113 holding.
  • QTR Family Wealth first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's Vanguard Utilities ETF position peaked at $607K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.