RWM
VPU

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

RBA 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 		$273K Sell
1,394
-51
-4% -$10K 0.1% 74
2026
Q1 		$286K Buy
1,445
+45
+3% +$8.74K 0.1% 83
2025
Q4 		$259K Buy
1,400
+31
+2% +$5.95K 0.09% 85
2025
Q3 		$259K Sell
1,369
-74
-5% -$13.6K 0.09% 84
2025
Q2 		$255K Buy
1,443
+64
+5% +$11K 0.09% 87
2025
Q1 		$236K Sell
1,379
-39
-3% -$6.59K 0.09% 88
2024
Q4 		$232K Buy
1,418
+164
+13% +$28.1K 0.09% 88
2024
Q3 		$218K Buy
+1,254
New +$202K 0.08% 86
2024
Q2 		– Sell
-1,431
Closed -$204K – 94
2024
Q1 		$204K Buy
+1,431
New +$193K 0.08% 89
2023
Q1 		– Sell
-1,313
Closed -$201K – 98
2022
Q4 		$201K Buy
+1,313
New +$195K 0.11% 87
2022
Q2 		– Sell
-1,261
Closed -$204K – 106
2022
Q1 		$204K Sell
1,261
-16
-1% -$2.42K 0.1% 102
2021
Q4 		$200K Buy
+1,277
New +$188K 0.09% 108

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 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
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

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

RBA Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 3.5% in Q2 2026, selling an estimated $10K and leaving 1,394 shares worth $273K. The position accounts for 0.1% of the portfolio, ranked #74.

RBA Wealth Management first reported a position in VPU in Q4 2021 and has held it in 12 quarters since. The position peaked at $286K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • RBA Wealth Management held 1,394 shares of Vanguard Utilities ETF worth $273K as of Q2 2026.
  • RBA Wealth Management sold 51 Vanguard Utilities ETF shares in Q2 2026, an estimated $10K.
  • Vanguard Utilities ETF made up 0.1% of RBA Wealth Management's portfolio in Q2 2026, its #74 holding.
  • RBA Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 12 quarters since.
  • RBA Wealth Management's Vanguard Utilities ETF position peaked at $286K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.