SeaCrest Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

SeaCrest Wealth Management’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	$270K	Sell	1,380 -118	-8%	-$23.1K	0.03%	445
2026 Q1	$297K	Sell	1,498 -39	-3%	-$7.58K	0.03%	476
2025 Q4	$280K	Buy	1,537 +194	+14%	+$37.2K	0.03%	480
2025 Q3	$265K	Sell	1,343 -65	-5%	-$11.9K	0.03%	502
2025 Q2	$248K	Sell	1,408 -4	-0.3%	-$690	0.03%	507
2025 Q1	$241K	Buy	+1,412	New	+$239K	0.03%	562
2022 Q3	–	Sell	-213	Closed	-$32K	–	1505
2022 Q2	$32K	Buy	+213	New	+$33.5K	﹤0.01%	1308
2021 Q1	–	Sell	-5,031	Closed	-$690K	–	684
2020 Q4	$690K	Sell	5,031 -410	-8%	-$56.5K	0.1%	228
2020 Q3	$702K	Buy	+5,441	New	+$704K	0.11%	198
2019 Q2	–	Sell	-263	Closed	-$34K	–	1809
2019 Q1	$34K	Sell	263 -9	-3%	-$1.12K	0.01%	1077
2018 Q4	$32K	Buy	272 +89	+49%	+$10.8K	0.01%	1062
2018 Q3	$22K	Hold	183	–	–	﹤0.01%	1345
2018 Q2	$21K	Hold	183	–	–	﹤0.01%	1351
2018 Q1	$20K	Hold	183	–	–	﹤0.01%	1336
2017 Q4	$21K	Buy	+183	New	+$22.1K	﹤0.01%	1332

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

SeaCrest Wealth Management's VPU Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 7.9% in Q2 2026, selling an estimated $23.1K and leaving 1,380 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #445.

SeaCrest Wealth Management first reported a position in VPU in Q4 2017 and has held it in 15 quarters since. The position peaked at $702K in Q3 2020. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

SeaCrest Wealth Management held 1,380 shares of Vanguard Utilities ETF worth $270K as of Q2 2026.
SeaCrest Wealth Management sold 118 Vanguard Utilities ETF shares in Q2 2026, an estimated $23.1K.
Vanguard Utilities ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #445 holding.
SeaCrest Wealth Management first reported a position in Vanguard Utilities ETF in Q4 2017 and has held it in 15 quarters since.
SeaCrest Wealth Management's Vanguard Utilities ETF position peaked at $702K in Q3 2020.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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