SBI Securities’s Vanguard Utilities ETF VPU Stock Holding History

SBI Securities’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	$913K	Sell	4,665 -187	-4%	-$36.7K	0.02%	300
2026 Q1	$961K	Sell	4,852 -206	-4%	-$40K	0.03%	277
2025 Q4	$936K	Buy	5,058 +165	+3%	+$31.7K	0.02%	281
2025 Q3	$927K	Sell	4,893 -42	-0.9%	-$7.69K	0.02%	286
2025 Q2	$871K	Sell	4,935 -306	-6%	-$52.8K	0.03%	279
2025 Q1	$895K	Sell	5,241 -184	-3%	-$31.1K	0.03%	266
2024 Q4	$887K	Buy	+5,425	New	+$928K	0.03%	263

Other funds holding VPU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SBI Securities's VPU Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Utilities ETF (VPU) stake by 3.9% in Q2 2026, selling an estimated $36.7K and leaving 4,665 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #300.

SBI Securities first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $961K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

SBI Securities held 4,665 shares of Vanguard Utilities ETF worth $913K as of Q2 2026.
SBI Securities sold 187 Vanguard Utilities ETF shares in Q2 2026, an estimated $36.7K.
Vanguard Utilities ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #300 holding.
SBI Securities first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard Utilities ETF position peaked at $961K in Q1 2026.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.