Richmond Brothers’s Vanguard Utilities ETF VPU Stock Holding History

Richmond Brothers’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	$3.08M	Sell	15,748 -20,200	-56%	-$3.96M	1.6%	13
2026 Q1	$7.12M	Sell	35,948 -770	-2%	-$150K	4.74%	3
2025 Q4	$6.79M	Sell	36,718 -4,594	-11%	-$882K	4.32%	7
2025 Q3	$7.82M	Sell	41,312 -1,459	-3%	-$267K	4.94%	3
2025 Q2	$7.55M	Sell	42,771 -5,004	-10%	-$863K	4.94%	4
2025 Q1	$8.16M	Buy	47,775 +1,641	+4%	+$277K	5.16%	7
2024 Q4	$7.54M	Buy	46,134 +4,169	+10%	+$713K	4.83%	7
2024 Q3	$7.3M	Buy	+41,965	New	+$6.75M	4.5%	3

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

Richmond Brothers's VPU Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Utilities ETF (VPU) stake by 56% in Q2 2026, selling an estimated $3.96M and leaving 15,748 shares worth $3.08M. The position accounts for 1.6% of the portfolio, ranked #13.

Richmond Brothers first reported a position in VPU in Q3 2024 and has held it in 8 quarters since. The position peaked at $8.16M in Q1 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Richmond Brothers held 15,748 shares of Vanguard Utilities ETF worth $3.08M as of Q2 2026.
Richmond Brothers sold 20,200 Vanguard Utilities ETF shares in Q2 2026, an estimated $3.96M.
Vanguard Utilities ETF made up 1.6% of Richmond Brothers's portfolio in Q2 2026, its #13 holding.
Richmond Brothers first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 8 quarters since.
Richmond Brothers's Vanguard Utilities ETF position peaked at $8.16M in Q1 2025.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.