Quest 10 Wealth Builders’s Vanguard Utilities ETF VPU Stock Holding History

Quest 10 Wealth Builders’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	$29K	Sell	148 -10	-6%	-$1.96K	0.02%	284
2026 Q1	$31.3K	Hold	158	–	–	0.03%	270
2025 Q4	$29.2K	Hold	158	–	–	0.03%	262
2025 Q3	$29.9K	Hold	158	–	–	0.03%	219
2025 Q2	$27.9K	Hold	158	–	–	0.03%	242
2025 Q1	$27K	Sell	158 -5	-3%	-$845	0.03%	237
2024 Q4	$26.6K	Buy	+163	New	+$27.9K	0.03%	260

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

Quest 10 Wealth Builders's VPU Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Utilities ETF (VPU) stake by 6.3% in Q2 2026, selling an estimated $1.96K and leaving 148 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #284.

Quest 10 Wealth Builders first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.3K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Quest 10 Wealth Builders held 148 shares of Vanguard Utilities ETF worth $29K as of Q2 2026.
Quest 10 Wealth Builders sold 10 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.96K.
Vanguard Utilities ETF made up 0.02% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #284 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Vanguard Utilities ETF position peaked at $31.3K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.