SA
VPU

Sanctuary Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sanctuary 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 		$1.07M Buy
5,455
+1,235
+29% +$242K ﹤0.01% 1403
2026
Q1 		$836K Sell
4,220
-815
-16% -$158K ﹤0.01% 1441
2025
Q4 		$932K Buy
5,035
+3,268
+185% +$627K 0.01% 1358
2025
Q3 		$335K Buy
1,767
+552
+45% +$101K ﹤0.01% 1938
2025
Q2 		$214K Sell
1,215
-608
-33% -$105K ﹤0.01% 2126
2025
Q1 		$311K Buy
+1,823
New +$308K ﹤0.01% 1777

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

Sanctuary Advisors's VPU Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Utilities ETF (VPU) stake by 29% in Q2 2026, buying an estimated $242K and bringing the position to 5,455 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Sanctuary Advisors first reported a position in VPU in Q1 2025 and has held it in 6 quarters since. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Sanctuary Advisors held 5,455 shares of Vanguard Utilities ETF worth $1.07M as of Q2 2026.
  • Sanctuary Advisors bought 1,235 Vanguard Utilities ETF shares in Q2 2026, an estimated $242K.
  • Vanguard Utilities ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1403 holding.
  • Sanctuary Advisors first reported a position in Vanguard Utilities ETF in Q1 2025 and has held it in 6 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.