Register Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$74.4K	Buy	+380	New	+$74.5K	0.02%	296
2025 Q3	–	Sell	-305	Closed	-$53.8K	–	358
2025 Q2	$53.8K	Buy	+305	New	+$52.6K	0.02%	261
2024 Q3	–	Sell	-186	Closed	-$27.5K	–	686
2024 Q2	$27.5K	Hold	186	–	–	0.01%	417
2024 Q1	$26.5K	Buy	+186	New	+$25.1K	0.01%	416
2023 Q4	–	Sell	-1	Closed	-$128	–	609
2023 Q3	$128	Hold	1	–	–	﹤0.01%	587
2023 Q2	$142	Hold	1	–	–	﹤0.01%	542
2023 Q1	$148	Buy	+1	New	+$148	﹤0.01%	541

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

Register Financial Advisors's VPU Position: Q2 2026 in Review

Register Financial Advisors opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 380 shares worth $74.4K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Register Financial Advisors previously reported a position in VPU as recently as Q2 2025.

Register Financial Advisors first reported a position in VPU in Q1 2023 and has held it in 7 quarters since. 696 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Register Financial Advisors held 380 shares of Vanguard Utilities ETF worth $74.4K as of Q2 2026.
Vanguard Utilities ETF was a new Register Financial Advisors position in Q2 2026.
Vanguard Utilities ETF made up 0.02% of Register Financial Advisors's portfolio in Q2 2026, its #296 holding.
Register Financial Advisors first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 7 quarters since.
696 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.