Seamount Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

Seamount Financial Group’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	$687K	Sell	3,508 -309	-8%	-$60.6K	0.28%	80
2026 Q1	$756K	Sell	3,817 -107	-3%	-$20.8K	0.34%	65
2025 Q4	$726K	Sell	3,924 -154	-4%	-$29.6K	0.33%	68
2025 Q3	$772K	Sell	4,078 -12	-0.3%	-$2.2K	0.36%	65
2025 Q2	$722K	Buy	4,090 +534	+15%	+$92.1K	0.37%	64
2025 Q1	$607K	Buy	3,556 +126	+4%	+$21.3K	0.41%	61
2024 Q4	$561K	Sell	3,430 -24	-0.7%	-$4.11K	0.39%	64
2024 Q3	$601K	Sell	3,454 -124	-3%	-$19.9K	0.45%	54
2024 Q2	$529K	Buy	3,578 +39	+1%	+$5.81K	0.43%	58
2024 Q1	$505K	Buy	3,539 +310	+10%	+$41.9K	0.44%	57
2023 Q4	$443K	Buy	+3,229	New	+$426K	0.42%	56

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

Seamount Financial Group's VPU Position: Q2 2026 in Review

Seamount Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 8.1% in Q2 2026, selling an estimated $60.6K and leaving 3,508 shares worth $687K. The position accounts for 0.28% of the portfolio, ranked #80.

Seamount Financial Group first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $772K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Seamount Financial Group held 3,508 shares of Vanguard Utilities ETF worth $687K as of Q2 2026.
Seamount Financial Group sold 309 Vanguard Utilities ETF shares in Q2 2026, an estimated $60.6K.
Vanguard Utilities ETF made up 0.28% of Seamount Financial Group's portfolio in Q2 2026, its #80 holding.
Seamount Financial Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Seamount Financial Group's Vanguard Utilities ETF position peaked at $772K in Q3 2025.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.