Ranch Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Ranch Capital 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	$272K	Buy	1,387 +4	+0.3%	+$784	0.09%	140
2026 Q1	$274K	Buy	+1,383	New	+$269K	0.1%	134
2021 Q4	–	Sell	-226	Closed	-$31K	–	584
2021 Q3	$31K	Sell	226 -12	-5%	-$1.75K	0.02%	320
2021 Q2	$33K	Buy	238 +2	+0.8%	+$287	0.02%	382
2021 Q1	$33K	Buy	236 +1	+0.4%	+$136	0.02%	364
2020 Q4	$32K	Buy	235 +2	+0.9%	+$276	0.02%	365
2020 Q3	$30K	Sell	233 -76	-25%	-$9.83K	0.02%	368
2020 Q2	$41K	Buy	309 +55	+22%	+$6.96K	0.03%	337
2020 Q1	$31K	Sell	254 -99	-28%	-$13.9K	0.03%	359
2019 Q4	$50K	Buy	+353	New	+$49.6K	0.04%	340

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

Ranch Capital Advisors's VPU Position: Q2 2026 in Review

Ranch Capital Advisors increased its Vanguard Utilities ETF (VPU) stake by 0.29% in Q2 2026, buying an estimated $784 and bringing the position to 1,387 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #140.

Ranch Capital Advisors first reported a position in VPU in Q4 2019 and has held it in 10 quarters since. The position peaked at $274K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Ranch Capital Advisors held 1,387 shares of Vanguard Utilities ETF worth $272K as of Q2 2026.
Ranch Capital Advisors bought 4 Vanguard Utilities ETF shares in Q2 2026, an estimated $784.
Vanguard Utilities ETF made up 0.09% of Ranch Capital Advisors's portfolio in Q2 2026, its #140 holding.
Ranch Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2019 and has held it in 10 quarters since.
Ranch Capital Advisors's Vanguard Utilities ETF position peaked at $274K in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.