SWM
VPU

Spire Wealth Management’s Vanguard Utilities ETF VPU Stock Holding History

Spire Wealth 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 		$895K Sell
4,571
-341
-7% -$66.9K 0.03% 412
2026
Q1 		$973K Sell
4,912
-74
-1% -$14.4K 0.03% 392
2025
Q4 		$923K Sell
4,986
-61
-1% -$11.7K 0.03% 404
2025
Q3 		$956K Sell
5,047
-88
-2% -$16.1K 0.03% 385
2025
Q2 		$906K Buy
5,135
+251
+5% +$43.3K 0.03% 380
2025
Q1 		$834K Sell
4,884
-566
-10% -$95.6K 0.03% 443
2024
Q4 		$891K Buy
5,450
+3
+0.1% +$513 0.03% 421
2024
Q3 		$948K Sell
5,447
-229
-4% -$36.8K 0.03% 381
2024
Q2 		$840K Buy
5,676
+600
+12% +$89.4K 0.03% 380
2024
Q1 		$724K Sell
5,076
-177
-3% -$23.9K 0.01% 435
2023
Q4 		$691K Sell
5,253
-101
-2% -$13.3K 0.02% 443
2023
Q3 		$683K Sell
5,354
-1,079
-17% -$151K 0.03% 410
2023
Q2 		$915K Sell
6,433
-155
-2% -$22.7K 0.03% 363
2023
Q1 		$972K Buy
6,588
+501
+8% +$74.2K 0.04% 349
2022
Q4 		$934K Sell
6,087
-65
-1% -$9.63K 0.05% 243
2022
Q3 		$875K Sell
6,152
-639
-9% -$102K 0.05% 231
2022
Q2 		$1.03M Buy
6,791
+18
+0.3% +$2.83K 0.04% 325
2022
Q1 		$1.1M Sell
6,773
-164
-2% -$24.8K 0.03% 370
2021
Q4 		$1.08M Buy
6,937
+327
+5% +$48.2K 0.02% 447
2021
Q3 		$928K Sell
6,610
-303
-4% -$44.2K 0.02% 428
2021
Q2 		$959K Sell
6,913
-124
-2% -$17.8K 0.03% 440
2021
Q1 		$988K Buy
+7,037
New +$959K 0.03% 445

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

Spire Wealth Management's VPU Position: Q2 2026 in Review

Spire Wealth Management reduced its Vanguard Utilities ETF (VPU) stake by 6.9% in Q2 2026, selling an estimated $66.9K and leaving 4,571 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #412.

Spire Wealth Management first reported a position in VPU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.1M in Q1 2022. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Spire Wealth Management held 4,571 shares of Vanguard Utilities ETF worth $895K as of Q2 2026.
  • Spire Wealth Management sold 341 Vanguard Utilities ETF shares in Q2 2026, an estimated $66.9K.
  • Vanguard Utilities ETF made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #412 holding.
  • Spire Wealth Management first reported a position in Vanguard Utilities ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Vanguard Utilities ETF position peaked at $1.1M in Q1 2022.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.