RWA
VPU

Roberts Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Roberts Wealth 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 		$332K Buy
1,698
+30
+2% +$5.88K 0.08% 98
2026
Q1 		$330K Buy
1,668
+87
+6% +$16.9K 0.08% 95
2025
Q4 		$292K Sell
1,581
-45
-3% -$8.64K 0.08% 92
2025
Q3 		$308K Sell
1,626
-6
-0.4% -$1.1K 0.08% 88
2025
Q2 		$288K Hold
1,632
– – 0.08% 87
2025
Q1 		$279K Sell
1,632
-47
-3% -$7.94K 0.09% 92
2024
Q4 		$279K Buy
+1,679
New +$287K 0.08% 90
2023
Q4 		– Sell
-12,662
Closed -$1.64M – 84
2023
Q3 		$1.64M Sell
12,662
-86
-0.7% -$12K 0.72% 51
2023
Q2 		$1.81M Sell
12,748
-523
-4% -$76.6K 0.8% 42
2023
Q1 		$1.95M Buy
13,271
+193
+1% +$28.6K 0.9% 41
2022
Q4 		$2.01M Sell
13,078
-40
-0.3% -$5.93K 0.97% 42
2022
Q3 		$1.86M Buy
13,118
+37
+0.3% +$5.9K 0.91% 36
2022
Q2 		$1.99M Buy
13,081
+80
+0.6% +$12.6K 0.87% 37
2022
Q1 		$2.13M Buy
13,001
+53
+0.4% +$8.01K 0.84% 40
2021
Q4 		$2.01M Buy
12,948
+193
+2% +$28.5K 0.72% 46
2021
Q3 		$1.77M Buy
+12,755
New +$1.86M 0.7% 47

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

Roberts Wealth Advisors's VPU Position: Q2 2026 in Review

Roberts Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 1.8% in Q2 2026, buying an estimated $5.88K and bringing the position to 1,698 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #98.

Roberts Wealth Advisors first reported a position in VPU in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.13M in Q1 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Roberts Wealth Advisors held 1,698 shares of Vanguard Utilities ETF worth $332K as of Q2 2026.
  • Roberts Wealth Advisors bought 30 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.88K.
  • Vanguard Utilities ETF made up 0.08% of Roberts Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • Roberts Wealth Advisors first reported a position in Vanguard Utilities ETF in Q3 2021 and has held it in 16 quarters since.
  • Roberts Wealth Advisors's Vanguard Utilities ETF position peaked at $2.13M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.