Sound Income Strategies’s Vanguard Utilities ETF VPU Stock Holding History

Sound Income Strategies’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	–	Sell	-475	Closed	-$94.6K	–	2348
2026 Q1	$94.6K	Hold	475	–	–	﹤0.01%	618
2025 Q4	$89.7K	Buy	475 +336	+242%	+$64.5K	﹤0.01%	612
2025 Q3	$27.4K	Buy	139 +49	+54%	+$8.97K	﹤0.01%	733
2025 Q2	$16K	Buy	90 +2	+2%	+$345	﹤0.01%	812
2025 Q1	$15.1K	Buy	88 +83	+1,660%	+$14K	﹤0.01%	788
2024 Q4	$817	Hold	5	–	–	﹤0.01%	1306
2024 Q3	$870	Buy	+5	New	+$804	﹤0.01%	1263
2022 Q1	–	Sell	-200	Closed	-$31K	–	948
2021 Q4	$31K	Buy	+200	New	+$29.5K	﹤0.01%	301

Other funds holding VPU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

NCM

Nelson Capital Management Menlo Park, California $912M AUM 24.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sound Income Strategies's VPU Position: Q2 2026 in Review

Sound Income Strategies sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 475 shares — an estimated $94.6K sold.

Sound Income Strategies first reported a position in VPU in Q4 2021 and held it in 8 quarters. The position peaked at $94.6K in Q1 2026. 330 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Sound Income Strategies reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 475 Vanguard Utilities ETF shares in Q2 2026, an estimated $94.6K.
Sound Income Strategies first reported a position in Vanguard Utilities ETF in Q4 2021 and held it in 8 quarters.
Sound Income Strategies's Vanguard Utilities ETF position peaked at $94.6K in Q1 2026.
330 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.