SC
VPU

Savant Capital’s Vanguard Utilities ETF VPU Stock Holding History

Savant Capital’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 		$1.33M Buy
6,798
+4,530
+200% +$888K ﹤0.01% 760
2026
Q1 		$449K Buy
2,268
+974
+75% +$189K ﹤0.01% 963
2025
Q4 		$239K Buy
+1,294
New +$248K ﹤0.01% 1190
2025
Q3 		– Sell
-1,493
Closed -$264K – 1374
2025
Q2 		$264K Buy
+1,493
New +$258K ﹤0.01% 1007

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

Savant Capital's VPU Position: Q2 2026 in Review

Savant Capital increased its Vanguard Utilities ETF (VPU) stake by 200% in Q2 2026, buying an estimated $888K and bringing the position to 6,798 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Savant Capital first reported a position in VPU in Q2 2025 and has held it in 4 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Savant Capital held 6,798 shares of Vanguard Utilities ETF worth $1.33M as of Q2 2026.
  • Savant Capital bought 4,530 Vanguard Utilities ETF shares in Q2 2026, an estimated $888K.
  • Vanguard Utilities ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #760 holding.
  • Savant Capital first reported a position in Vanguard Utilities ETF in Q2 2025 and has held it in 4 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.