Sequoia Financial Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sequoia Financial 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	$607K	Sell	3,099 -2,901	-48%	-$569K	﹤0.01%	1221
2026 Q1	$1.19M	Buy	6,000 +41	+0.7%	+$7.97K	0.01%	818
2025 Q4	$1.1M	Sell	5,959 -4	-0.1%	-$768	0.01%	833
2025 Q3	$1.13M	Hold	5,963	–	–	0.01%	726
2025 Q2	$1.05M	Buy	5,963 +64	+1%	+$11K	0.01%	667
2025 Q1	$1.01M	Buy	5,899 +2,136	+57%	+$361K	0.01%	615
2024 Q4	$615K	Buy	+3,763	New	+$644K	0.01%	733
2022 Q4	–	Sell	-1,932	Closed	-$275K	–	815
2022 Q3	$275K	Sell	1,932 -54	-3%	-$8.61K	0.01%	407
2022 Q2	$303K	Buy	+1,986	New	+$313K	0.01%	438
2016 Q3	–	Sell	-20,632	Closed	-$2.36M	–	279
2016 Q2	$2.36M	Buy	+20,632	New	+$2.22M	0.66%	36

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

Sequoia Financial Advisors's VPU Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vanguard Utilities ETF (VPU) stake by 48% in Q2 2026, selling an estimated $569K and leaving 3,099 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Sequoia Financial Advisors first reported a position in VPU in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.36M in Q2 2016. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Sequoia Financial Advisors held 3,099 shares of Vanguard Utilities ETF worth $607K as of Q2 2026.
Sequoia Financial Advisors sold 2,901 Vanguard Utilities ETF shares in Q2 2026, an estimated $569K.
Vanguard Utilities ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1221 holding.
Sequoia Financial Advisors first reported a position in Vanguard Utilities ETF in Q2 2016 and has held it in 10 quarters since.
Sequoia Financial Advisors's Vanguard Utilities ETF position peaked at $2.36M in Q2 2016.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.