SAM
VPU

Smartleaf Asset Management’s Vanguard Utilities ETF VPU Stock Holding History

Smartleaf Asset Management’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 		$114K Hold
576
– – ﹤0.01% 1106
2026
Q1 		$114K Buy
576
+363
+170% +$70.5K ﹤0.01% 1045
2025
Q4 		$39.7K Buy
213
+16
+8% +$3.07K ﹤0.01% 1665
2025
Q3 		$37.2K Hold
197
– – ﹤0.01% 1539
2025
Q2 		$34.6K Hold
197
– – ﹤0.01% 1320
2025
Q1 		$33.3K Hold
197
– – ﹤0.01% 1358
2024
Q4 		$32.2K Hold
197
– – ﹤0.01% 1395
2024
Q3 		$34.1K Buy
197
+81
+70% +$13K ﹤0.01% 1062
2024
Q2 		$17.5K Buy
+116
New +$17.3K ﹤0.01% 1096

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

Smartleaf Asset Management's VPU Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 576 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Smartleaf Asset Management 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.

  • Smartleaf Asset Management held 576 shares of Vanguard Utilities ETF worth $114K as of Q2 2026.
  • Smartleaf Asset Management left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1106 holding.
  • Smartleaf Asset Management 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 Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.