RF
VPU

Rossby Financial’s Vanguard Utilities ETF VPU Stock Holding History

Rossby Financial’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 		– Sell
-103
Closed -$20.4K – 2352
2026
Q1 		$20.4K Buy
103
+1
+1% +$194 ﹤0.01% 1005
2025
Q4 		$18.9K Buy
102
+1
+1% +$192 0.01% 739
2025
Q3 		$19.3K Hold
101
– – 0.01% 727
2025
Q2 		$17.8K Buy
+101
New +$17.4K 0.01% 675

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 22.9% 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

Rossby Financial's VPU Position: Q2 2026 in Review

Rossby Financial sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 103 shares — an estimated $20.4K sold.

Rossby Financial first reported a position in VPU in Q2 2025 and held it in 4 quarters. The position peaked at $20.4K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Rossby Financial reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 103 Vanguard Utilities ETF shares in Q2 2026, an estimated $20.4K.
  • Rossby Financial first reported a position in Vanguard Utilities ETF in Q2 2025 and held it in 4 quarters.
  • Rossby Financial's Vanguard Utilities ETF position peaked at $20.4K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.