Ritter Daniher Financial Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Ritter Daniher Financial Advisory’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	$39.5K	Buy	202 +1	+0.5%	+$196	0.01%	295
2026 Q1	$39.9K	Hold	201	–	–	0.01%	291
2025 Q4	$37.2K	Buy	201 +10	+5%	+$1.92K	0.01%	298
2025 Q3	$36.2K	Buy	191 +16	+9%	+$2.93K	0.01%	250
2025 Q2	$30.9K	Hold	175	–	–	0.01%	203
2025 Q1	$29.9K	Hold	175	–	–	0.01%	192
2024 Q4	$28.6K	Buy	+175	New	+$29.9K	0.01%	192

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

Ritter Daniher Financial Advisory's VPU Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Vanguard Utilities ETF (VPU) stake by 0.5% in Q2 2026, buying an estimated $196 and bringing the position to 202 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #295.

Ritter Daniher Financial Advisory first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.9K in Q1 2026. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Ritter Daniher Financial Advisory held 202 shares of Vanguard Utilities ETF worth $39.5K as of Q2 2026.
Ritter Daniher Financial Advisory bought 1 Vanguard Utilities ETF share in Q2 2026, an estimated $196.
Vanguard Utilities ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #295 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
Ritter Daniher Financial Advisory's Vanguard Utilities ETF position peaked at $39.9K in Q1 2026.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.