RFM
VPU

Royal Fund Management’s Vanguard Utilities ETF VPU Stock Holding History

Royal Fund Management’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 		$3.53M Buy
18,041
+1,477
+9% +$290K 0.29% 107
2026
Q1 		$3.29M Buy
16,564
+1,441
+10% +$280K 0.31% 108
2025
Q4 		$2.8M Buy
15,123
+3,235
+27% +$621K 0.26% 113
2025
Q3 		$2.26M Sell
11,888
-810
-6% -$148K 0.27% 112
2025
Q2 		$2.25M Buy
12,698
+480
+4% +$82.8K 0.22% 133
2025
Q1 		$2.12M Sell
12,218
-10,912
-47% -$1.84M 0.24% 135
2024
Q4 		$3.83M Buy
23,130
+1,744
+8% +$298K 0.36% 89
2024
Q3 		$3.76M Buy
21,386
+12,200
+133% +$1.96M 0.22% 104
2024
Q2 		$1.37M Sell
9,186
-1,187
-11% -$177K 0.11% 162
2024
Q1 		$1.48M Buy
10,373
+1,282
+14% +$173K 0.15% 170
2023
Q4 		$1.25M Buy
9,091
+1,374
+18% +$181K 0.14% 171
2023
Q3 		$984K Buy
7,717
+1,658
+27% +$232K 0.13% 169
2023
Q2 		$861K Buy
6,059
+1,360
+29% +$199K 0.11% 173
2023
Q1 		$693K Buy
4,699
+2,403
+105% +$356K 0.1% 186
2022
Q4 		$352K Buy
+2,296
New +$340K 0.06% 202

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

Royal Fund Management's VPU Position: Q2 2026 in Review

Royal Fund Management increased its Vanguard Utilities ETF (VPU) stake by 8.9% in Q2 2026, buying an estimated $290K and bringing the position to 18,041 shares worth $3.53M. The position accounts for 0.29% of the portfolio, ranked #107.

Royal Fund Management first reported a position in VPU in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.83M in Q4 2024. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Royal Fund Management held 18,041 shares of Vanguard Utilities ETF worth $3.53M as of Q2 2026.
  • Royal Fund Management bought 1,477 Vanguard Utilities ETF shares in Q2 2026, an estimated $290K.
  • Vanguard Utilities ETF made up 0.29% of Royal Fund Management's portfolio in Q2 2026, its #107 holding.
  • Royal Fund Management first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 15 quarters since.
  • Royal Fund Management's Vanguard Utilities ETF position peaked at $3.83M in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.