RSA
VPU

River Street Advisors’s Vanguard Utilities ETF VPU Stock Holding History

River Street Advisors’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 		$715K Sell
3,651
-347
-9% -$68.1K 0.21% 98
2026
Q1 		$792K Sell
3,998
-181
-4% -$35.2K 0.27% 84
2025
Q4 		$773K Sell
4,179
-99
-2% -$19K 0.29% 80
2025
Q3 		$810K Sell
4,278
-23
-0.5% -$4.21K 0.31% 80
2025
Q2 		$759K Buy
4,301
+63
+1% +$10.9K 0.33% 78
2025
Q1 		$724K Buy
4,238
+44
+1% +$7.43K 0.36% 78
2024
Q4 		$685K Sell
4,194
-102
-2% -$17.5K 0.35% 75
2024
Q3 		$748K Buy
4,296
+269
+7% +$43.2K 0.41% 72
2024
Q2 		$596K Sell
4,027
-89
-2% -$13.3K 0.37% 79
2024
Q1 		$587K Buy
4,116
+241
+6% +$32.6K 0.4% 73
2023
Q4 		$531K Buy
3,875
+245
+7% +$32.3K 0.42% 69
2023
Q3 		$463K Buy
3,630
+148
+4% +$20.7K 0.44% 71
2023
Q2 		$495K Sell
3,482
-84
-2% -$12.3K 0.47% 69
2023
Q1 		$526K Buy
3,566
+146
+4% +$21.6K 0.52% 64
2022
Q4 		$524K Buy
+3,420
New +$507K 0.56% 63

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

River Street Advisors's VPU Position: Q2 2026 in Review

River Street Advisors reduced its Vanguard Utilities ETF (VPU) stake by 8.7% in Q2 2026, selling an estimated $68.1K and leaving 3,651 shares worth $715K. The position accounts for 0.21% of the portfolio, ranked #98.

River Street Advisors first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $810K in Q3 2025. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • River Street Advisors held 3,651 shares of Vanguard Utilities ETF worth $715K as of Q2 2026.
  • River Street Advisors sold 347 Vanguard Utilities ETF shares in Q2 2026, an estimated $68.1K.
  • Vanguard Utilities ETF made up 0.21% of River Street Advisors's portfolio in Q2 2026, its #98 holding.
  • River Street Advisors first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • River Street Advisors's Vanguard Utilities ETF position peaked at $810K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.