SEIA
VPU

Signature Estate & Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Signature Estate & Investment 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 		$611K Buy
3,123
+418
+15% +$82K 0.01% 395
2026
Q1 		$536K Buy
2,705
+16
+0.6% +$3.11K 0.01% 407
2025
Q4 		$498K Sell
2,689
-45
-2% -$8.64K 0.01% 392
2025
Q3 		$518K Buy
2,734
+16
+0.6% +$2.93K 0.01% 378
2025
Q2 		$480K Sell
2,718
-43
-2% -$7.42K 0.01% 370
2025
Q1 		$472K Sell
2,761
-355
-11% -$60K 0.01% 353
2024
Q4 		$509K Buy
3,116
+259
+9% +$44.3K 0.01% 324
2024
Q3 		$497K Sell
2,857
-35
-1% -$5.63K 0.01% 307
2024
Q2 		$428K Buy
+2,892
New +$431K 0.01% 318

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

Signature Estate & Investment Advisors's VPU Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard Utilities ETF (VPU) stake by 15% in Q2 2026, buying an estimated $82K and bringing the position to 3,123 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #395.

Signature Estate & Investment Advisors first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,123 shares of Vanguard Utilities ETF worth $611K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 418 Vanguard Utilities ETF shares in Q2 2026, an estimated $82K.
  • Vanguard Utilities ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • Signature Estate & Investment Advisors first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.