SFG
VPU

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

Sovereign 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 		$1.6M Buy
8,158
+58
+0.7% +$11.4K 0.24% 71
2026
Q1 		$1.6M Buy
8,100
+11
+0.1% +$2.14K 0.28% 68
2025
Q4 		$1.5M Buy
8,089
+135
+2% +$25.9K 0.26% 69
2025
Q3 		$1.51M Sell
7,954
-304
-4% -$55.7K 0.28% 64
2025
Q2 		$1.46M Buy
8,258
+111
+1% +$19.1K 0.3% 62
2025
Q1 		$1.39M Buy
8,147
+55
+0.7% +$9.29K 0.32% 63
2024
Q4 		$1.32M Sell
8,092
-23
-0.3% -$3.94K 0.3% 67
2024
Q3 		$1.41M Buy
8,115
+24
+0.3% +$3.86K 0.33% 61
2024
Q2 		$1.2M Sell
8,091
-94
-1% -$14K 0.3% 67
2024
Q1 		$1.17M Sell
8,185
-119
-1% -$16.1K 0.31% 64
2023
Q4 		$1.14M Buy
8,304
+348
+4% +$45.9K 0.35% 61
2023
Q3 		$1.01M Buy
7,956
+358
+5% +$50.1K 0.36% 60
2023
Q2 		$1.08M Buy
7,598
+1,384
+22% +$203K 0.35% 67
2023
Q1 		$917K Buy
6,214
+791
+15% +$117K 0.34% 78
2022
Q4 		$832K Buy
5,423
+43
+0.8% +$6.37K 0.33% 81
2022
Q3 		$765K Sell
5,380
-130
-2% -$20.7K 0.31% 80
2022
Q2 		$839K Buy
5,510
+555
+11% +$87.4K 0.33% 77
2022
Q1 		$802K Buy
4,955
+285
+6% +$43.1K 0.3% 85
2021
Q4 		$730K Buy
4,670
+100
+2% +$14.7K 0.29% 90
2021
Q3 		$636K Buy
4,570
+355
+8% +$51.8K 0.37% 66
2021
Q2 		$592K Hold
4,215
– – 0.36% 66
2021
Q1 		$592K Buy
4,215
+170
+4% +$23.2K 0.37% 64
2020
Q4 		$555K Buy
+4,045
New +$558K 0.4% 56

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

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

Sovereign Financial Group increased its Vanguard Utilities ETF (VPU) stake by 0.72% in Q2 2026, buying an estimated $11.4K and bringing the position to 8,158 shares worth $1.6M. The position accounts for 0.24% of the portfolio, ranked #71.

Sovereign Financial Group first reported a position in VPU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Sovereign Financial Group held 8,158 shares of Vanguard Utilities ETF worth $1.6M as of Q2 2026.
  • Sovereign Financial Group bought 58 Vanguard Utilities ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Utilities ETF made up 0.24% of Sovereign Financial Group's portfolio in Q2 2026, its #71 holding.
  • Sovereign Financial Group first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Vanguard Utilities ETF position peaked at $1.6M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.