Root Financial Partners’s Vanguard Utilities ETF VPU Stock Holding History

Root Financial Partners’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 Q3	$179K	Buy	+1,044	New	+$196K	0.01%	488

Other funds holding VPU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's VPU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vanguard Utilities ETF (VPU) in Q3 2026: 1,044 shares worth $179K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings.

604 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

Root Financial Partners held 1,044 shares of Vanguard Utilities ETF worth $179K as of Q3 2026.
Vanguard Utilities ETF was a new Root Financial Partners position in Q3 2026.
Vanguard Utilities ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #488 holding.
604 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.