SWM
VPU

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

Stapp 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 		– Sell
-7,832
Closed -$1.55M – 33
2026
Q1 		$1.55M Sell
7,832
-1,273
-14% -$247K 1.98% 17
2025
Q4 		$1.68M Buy
9,105
+116
+1% +$22.3K 2.17% 14
2025
Q3 		$1.7M Buy
8,989
+42
+0.5% +$7.69K 2.29% 14
2025
Q2 		$1.58M Sell
8,947
-6,930
-44% -$1.2M 2.27% 14
2025
Q1 		$2.71M Buy
15,877
+382
+2% +$64.5K 4.18% 11
2024
Q4 		$2.53M Buy
15,495
+822
+6% +$141K 3.95% 10
2024
Q3 		$2.55M Buy
14,673
+581
+4% +$93.4K 4.12% 10
2024
Q2 		$2.08M Sell
14,092
-1,140
-7% -$170K 3.61% 10
2024
Q1 		$2.17M Buy
15,232
+3,709
+32% +$501K 3.79% 10
2023
Q4 		$1.58M Buy
+11,523
New +$1.52M 2.65% 13
2023
Q3 		– Sell
-11,827
Closed -$1.68M – 24
2023
Q2 		$1.68M Buy
+11,827
New +$1.73M 3.33% 12

Other funds holding VPU

Commonwealth Equity Services
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
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
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Stapp Wealth Management sold out of Vanguard Utilities ETF (VPU) in Q2 2026, closing a stake of 7,832 shares — an estimated $1.55M sold.

Stapp Wealth Management first reported a position in VPU in Q2 2023 and held it in 11 quarters. The position peaked at $2.71M in Q1 2025. 323 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Stapp Wealth Management reported no remaining Vanguard Utilities ETF position as of Q2 2026 after selling out during the quarter.
  • Stapp Wealth Management sold 7,832 Vanguard Utilities ETF shares in Q2 2026, an estimated $1.55M.
  • Stapp Wealth Management first reported a position in Vanguard Utilities ETF in Q2 2023 and held it in 11 quarters.
  • Stapp Wealth Management's Vanguard Utilities ETF position peaked at $2.71M in Q1 2025.
  • 323 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Stapp Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.