SOA Wealth Advisors’s Vanguard Utilities ETF VPU Stock Holding History

SOA Wealth 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	$48.9K	Hold	250	–	–	0.01%	394
2026 Q1	$49.5K	Hold	250	–	–	0.01%	369
2025 Q4	$46.3K	Hold	250	–	–	0.01%	385
2025 Q3	$47.4K	Hold	250	–	–	0.01%	387
2025 Q2	$44.1K	Hold	250	–	–	0.01%	386
2025 Q1	$42.7K	Hold	250	–	–	0.01%	366
2024 Q4	$40.9K	Hold	250	–	–	0.01%	355
2024 Q3	$43.5K	Hold	250	–	–	0.01%	341
2024 Q2	$37K	Hold	250	–	–	0.01%	350
2024 Q1	$35.6K	Hold	250	–	–	0.01%	351
2023 Q4	$34.3K	Sell	250 -147	-37%	-$19.4K	0.01%	343
2023 Q3	$50.7K	Sell	397 -93	-19%	-$13K	0.01%	282
2023 Q2	$69.7K	Hold	490	–	–	0.02%	262
2023 Q1	$72.3K	Hold	490	–	–	0.02%	250
2022 Q4	$75.1K	Hold	490	–	–	0.02%	242
2022 Q3	$69K	Hold	490	–	–	0.02%	232
2022 Q2	$74K	Buy	490 +250	+104%	+$39.3K	0.02%	230
2022 Q1	$38K	Hold	240	–	–	0.01%	350
2021 Q4	$37K	Hold	240	–	–	0.01%	346
2021 Q3	$33K	Hold	240	–	–	0.01%	373
2021 Q2	$33K	Hold	240	–	–	0.01%	373
2021 Q1	$33K	Hold	240	–	–	0.01%	322
2020 Q4	$33K	Buy	+240	New	+$33.1K	0.01%	318

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

SOA Wealth Advisors's VPU Position: Q2 2026 in Review

SOA Wealth Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 250 shares worth $48.9K. The position accounts for 0.01% of the portfolio, ranked #394.

SOA Wealth Advisors first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $75.1K in Q4 2022. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

SOA Wealth Advisors held 250 shares of Vanguard Utilities ETF worth $48.9K as of Q2 2026.
SOA Wealth Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #394 holding.
SOA Wealth Advisors first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vanguard Utilities ETF position peaked at $75.1K in Q4 2022.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.