SNS Financial Group’s Vanguard Utilities ETF VPU Stock Holding History

SNS Financial Group’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	$259K	Sell	1,323 -1,002	-43%	-$197K	0.01%	489
2026 Q1	$461K	Buy	2,325 +75	+3%	+$14.6K	0.04%	135
2025 Q4	$416K	Hold	2,250	–	–	0.04%	137
2025 Q3	$426K	Sell	2,250 -20	-0.9%	-$3.66K	0.04%	134
2025 Q2	$401K	Hold	2,270	–	–	0.04%	138
2025 Q1	$388K	Sell	2,270 -150	-6%	-$25.3K	0.04%	131
2024 Q4	$395K	Hold	2,420	–	–	0.04%	125
2024 Q3	$424K	Hold	2,420	–	–	0.04%	125
2024 Q2	$361K	Hold	2,420	–	–	0.04%	127
2024 Q1	$345K	Hold	2,420	–	–	0.04%	137
2023 Q4	$332K	Buy	+2,420	New	+$320K	0.04%	134

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 22.9% 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

SNS Financial Group's VPU Position: Q2 2026 in Review

SNS Financial Group reduced its Vanguard Utilities ETF (VPU) stake by 43% in Q2 2026, selling an estimated $197K and leaving 1,323 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #489.

SNS Financial Group first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $461K in Q1 2026. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

SNS Financial Group held 1,323 shares of Vanguard Utilities ETF worth $259K as of Q2 2026.
SNS Financial Group sold 1,002 Vanguard Utilities ETF shares in Q2 2026, an estimated $197K.
Vanguard Utilities ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #489 holding.
SNS Financial Group first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
SNS Financial Group's Vanguard Utilities ETF position peaked at $461K in Q1 2026.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.