Steel Grove Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Steel Grove Capital 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	$1.26M	Hold	6,460	–	–	0.12%	98
2026 Q1	$1.28M	Sell	6,460 -1,000	-13%	-$194K	0.13%	94
2025 Q4	$1.38M	Buy	7,460 +200	+3%	+$38.4K	0.14%	76
2025 Q3	$1.28M	Hold	7,260	–	–	0.15%	88
2025 Q2	$1.28M	Hold	7,260	–	–	0.15%	89
2025 Q1	$1.24M	Sell	7,260 -190	-3%	-$32.1K	0.19%	79
2024 Q4	$1.22M	Buy	7,450 +1,980	+36%	+$339K	0.17%	73
2024 Q3	$948K	Buy	5,470 +1,095	+25%	+$176K	0.13%	83
2024 Q2	$647K	Buy	+4,375	New	+$652K	0.09%	103

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

Steel Grove Capital Advisors's VPU Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 6,460 shares worth $1.26M. The position accounts for 0.12% of the portfolio, ranked #98.

Steel Grove Capital Advisors first reported a position in VPU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.38M in Q4 2025. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Steel Grove Capital Advisors held 6,460 shares of Vanguard Utilities ETF worth $1.26M as of Q2 2026.
Steel Grove Capital Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.12% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #98 holding.
Steel Grove Capital Advisors first reported a position in Vanguard Utilities ETF in Q2 2024 and has held it in 9 quarters since.
Steel Grove Capital Advisors's Vanguard Utilities ETF position peaked at $1.38M in Q4 2025.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.