SAI
VPU

Savvy Advisors Inc’s Vanguard Utilities ETF VPU Stock Holding History

Savvy Advisors Inc’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 		$440K Sell
2,247
-158
-7% -$31K 0.01% 830
2026
Q1 		$477K Buy
2,405
+1,072
+80% +$208K 0.01% 696
2025
Q4 		$247K Buy
+1,333
New +$256K 0.01% 862

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

Savvy Advisors Inc's VPU Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Vanguard Utilities ETF (VPU) stake by 6.6% in Q2 2026, selling an estimated $31K and leaving 2,247 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #830.

Savvy Advisors Inc first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $477K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Savvy Advisors Inc held 2,247 shares of Vanguard Utilities ETF worth $440K as of Q2 2026.
  • Savvy Advisors Inc sold 158 Vanguard Utilities ETF shares in Q2 2026, an estimated $31K.
  • Vanguard Utilities ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #830 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Vanguard Utilities ETF position peaked at $477K in Q1 2026.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.