Raymond James Financial’s Vanguard Utilities ETF VPU Stock Holding History

Raymond James Financial’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	$57.5M	Buy	293,593 +14,535	+5%	+$2.85M	0.02%	860
2026 Q1	$55.3M	Buy	279,058 +59,507	+27%	+$11.6M	0.02%	801
2025 Q4	$40.6M	Buy	219,551 +22,624	+11%	+$4.34M	0.01%	946
2025 Q3	$37.3M	Buy	196,927 +11,742	+6%	+$2.15M	0.01%	988
2025 Q2	$32.7M	Buy	185,185 +19,574	+12%	+$3.38M	0.01%	1033
2025 Q1	$28.3M	Buy	165,611 +14,718	+10%	+$2.49M	0.01%	1063
2024 Q4	$24.7M	Buy	+150,893	New	+$25.8M	0.01%	1164

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 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Empower Advisory Group 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

Raymond James Financial's VPU Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Utilities ETF (VPU) stake by 5.2% in Q2 2026, buying an estimated $2.85M and bringing the position to 293,593 shares worth $57.5M. The position accounts for 0.02% of the portfolio, ranked #860.

Raymond James Financial first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Raymond James Financial held 293,593 shares of Vanguard Utilities ETF worth $57.5M as of Q2 2026.
Raymond James Financial bought 14,535 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.85M.
Vanguard Utilities ETF made up 0.02% of Raymond James Financial's portfolio in Q2 2026, its #860 holding.
Raymond James Financial first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.