Sharp Financial Services’s Vanguard Utilities ETF VPU Stock Holding History

Sharp Financial Services’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	$465K	Hold	2,375	–	–	0.22%	68
2026 Q1	$471K	Buy	2,375 +100	+4%	+$19.4K	0.23%	60
2025 Q4	$421K	Hold	2,275	–	–	0.21%	69
2025 Q3	$431K	Buy	2,275 +550	+32%	+$101K	0.23%	63
2025 Q2	$304K	Buy	1,725 +125	+8%	+$21.6K	0.2%	64
2025 Q1	$273K	Sell	1,600 -600	-27%	-$101K	0.21%	71
2024 Q4	$360K	Buy	2,200 +100	+5%	+$17.1K	0.27%	55
2024 Q3	$366K	Hold	2,100	–	–	0.28%	59
2024 Q2	$311K	Sell	2,100 -300	-13%	-$44.7K	0.27%	70
2024 Q1	$342K	Sell	2,400 -200	-8%	-$27K	0.32%	66
2023 Q4	$356K	Buy	+2,600	New	+$343K	0.39%	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

Sharp Financial Services's VPU Position: Q2 2026 in Review

Sharp Financial Services held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 2,375 shares worth $465K. The position accounts for 0.22% of the portfolio, ranked #68.

Sharp Financial Services first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $471K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Sharp Financial Services held 2,375 shares of Vanguard Utilities ETF worth $465K as of Q2 2026.
Sharp Financial Services left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.22% of Sharp Financial Services's portfolio in Q2 2026, its #68 holding.
Sharp Financial Services first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's Vanguard Utilities ETF position peaked at $471K in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

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