RL
VPU

Retireful LLC’s Vanguard Utilities ETF VPU Stock Holding History

Retireful LLC’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 		– Sell
-11,433
Closed -$2.27M – 116
2026
Q1 		$2.27M Buy
+11,433
New +$2.22M 3.19% 3
2025
Q1 		– Sell
-15,616
Closed -$2.55M – 171
2024
Q4 		$2.55M Buy
15,616
+2,240
+17% +$383K 1.44% 16
2024
Q3 		$2.33M Buy
+13,376
New +$2.15M 1.72% 18

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

Retireful LLC's VPU Position: Q2 2026 in Review

Retireful LLC sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 11,433 shares — an estimated $2.27M sold.

Retireful LLC first reported a position in VPU in Q3 2024 and held it in 3 quarters. The position peaked at $2.55M in Q4 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Retireful LLC reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Retireful LLC sold 11,433 Vanguard Utilities ETF shares in Q2 2026, an estimated $2.27M.
  • Retireful LLC first reported a position in Vanguard Utilities ETF in Q3 2024 and held it in 3 quarters.
  • Retireful LLC's Vanguard Utilities ETF position peaked at $2.55M in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.