SWA
VPU

Sax Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sax Wealth 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 		$1.59M Buy
8,013
+1,815
+29% +$356K 0.06% 174
2026
Q1 		$1.15M Hold
6,198
– – 0.06% 175
2025
Q4 		$1.15M Sell
6,198
-165
-3% -$31.7K 0.05% 181
2025
Q3 		$1.21M Buy
6,363
+27
+0.4% +$4.95K 0.06% 162
2025
Q2 		$1.12M Sell
6,336
-111
-2% -$19.1K 0.07% 168
2025
Q1 		$1.1M Buy
6,447
+359
+6% +$60.6K 0.08% 131
2024
Q4 		$995K Buy
6,088
+54
+0.9% +$9.24K 0.08% 124
2024
Q3 		$1.05M Buy
6,034
+34
+0.6% +$5.46K 0.09% 86
2024
Q2 		$888K Buy
6,000
+166
+3% +$24.7K 0.08% 98
2024
Q1 		$832K Buy
5,834
+536
+10% +$72.4K 0.1% 82
2023
Q4 		$726K Buy
5,298
+77
+1% +$10.2K 0.12% 89
2023
Q3 		$666K Buy
5,221
+30
+0.6% +$4.2K 0.13% 89
2023
Q2 		$738K Hold
5,191
– – 0.15% 81
2023
Q1 		$766K Buy
5,191
+30
+0.6% +$4.44K 0.17% 78
2022
Q4 		$791K Buy
5,161
+562
+12% +$83.3K 0.18% 74
2022
Q3 		$654K Sell
4,599
-37
-0.8% -$5.9K 0.17% 79
2022
Q2 		$706K Buy
4,636
+26
+0.6% +$4.09K 0.18% 78
2022
Q1 		$746K Buy
4,610
+24
+0.5% +$3.63K 0.18% 72
2021
Q4 		$717K Buy
+4,586
New +$676K 0.15% 87

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

Sax Wealth Advisors's VPU Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Utilities ETF (VPU) stake by 29% in Q2 2026, buying an estimated $356K and bringing the position to 8,013 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #174.

Sax Wealth Advisors first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Sax Wealth Advisors held 8,013 shares of Vanguard Utilities ETF worth $1.59M as of Q2 2026.
  • Sax Wealth Advisors bought 1,815 Vanguard Utilities ETF shares in Q2 2026, an estimated $356K.
  • Vanguard Utilities ETF made up 0.06% of Sax Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
  • 697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.