Raffa Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Raffa Wealth Management’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	$25.4K	Hold	130	–	–	﹤0.01%	248
2026 Q1	$25.8K	Hold	130	–	–	﹤0.01%	236
2025 Q4	$24.1K	Hold	130	–	–	﹤0.01%	241
2025 Q3	$24.6K	Hold	130	–	–	﹤0.01%	235
2025 Q2	$22.9K	Hold	130	–	–	﹤0.01%	257
2025 Q1	$22.2K	Hold	130	–	–	0.01%	212
2024 Q4	$21.2K	Hold	130	–	–	﹤0.01%	227
2024 Q3	$22.6K	Sell	130 -48	-27%	-$7.72K	0.01%	211
2024 Q2	$26.3K	Sell	178 -47	-21%	-$7K	0.01%	269
2024 Q1	$32.1K	Sell	225 -29	-11%	-$3.92K	0.01%	229
2023 Q4	$34.8K	Sell	254 -116	-31%	-$15.3K	0.01%	153
2023 Q3	$47.2K	Hold	370	–	–	0.02%	136
2023 Q2	$52.6K	Hold	370	–	–	0.02%	129
2023 Q1	$54.6K	Hold	370	–	–	0.02%	139
2022 Q4	$56.7K	Hold	370	–	–	0.02%	126
2022 Q3	$52.6K	Hold	370	–	–	0.02%	129
2022 Q2	$56.4K	Hold	370	–	–	0.03%	128
2022 Q1	$59.9K	Hold	370	–	–	0.02%	128
2021 Q4	$57.9K	Hold	370	–	–	0.02%	138
2021 Q3	$51.5K	Buy	+370	New	+$54K	0.02%	130

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raffa Wealth Management's VPU Position: Q2 2026 in Review

Raffa Wealth Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 130 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Raffa Wealth Management first reported a position in VPU in Q3 2021 and has held it in 20 quarters since. The position peaked at $59.9K in Q1 2022. 665 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Raffa Wealth Management held 130 shares of Vanguard Utilities ETF worth $25.4K as of Q2 2026.
Raffa Wealth Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #248 holding.
Raffa Wealth Management first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 20 quarters since.
Raffa Wealth Management's Vanguard Utilities ETF position peaked at $59.9K in Q1 2022.
665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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