SC
VPU

Searle & Co’s Vanguard Utilities ETF VPU Stock Holding History

Searle & Co’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 		$317K Buy
+1,620
New +$318K 0.07% 159

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 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Empower Advisory Group
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

Searle & Co's VPU Position: Q2 2026 in Review

Searle & Co opened a new position in Vanguard Utilities ETF (VPU) in Q2 2026: 1,620 shares worth $317K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings.

691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Searle & Co held 1,620 shares of Vanguard Utilities ETF worth $317K as of Q2 2026.
  • Vanguard Utilities ETF was a new Searle & Co position in Q2 2026.
  • Vanguard Utilities ETF made up 0.07% of Searle & Co's portfolio in Q2 2026, its #159 holding.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.