SGK
VPU

Steigerwald Gordon & Koch’s Vanguard Utilities ETF VPU Stock Holding History

Steigerwald Gordon & Koch’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 		$10.8K Hold
55
– – ﹤0.01% 526
2026
Q1 		$10.9K Hold
55
– – ﹤0.01% 511
2025
Q4 		$10.2K Sell
55
-25
-31% -$4.8K ﹤0.01% 565
2025
Q3 		$15.1K Buy
+80
New +$14.7K ﹤0.01% 468

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

Steigerwald Gordon & Koch's VPU Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 55 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Steigerwald Gordon & Koch first reported a position in VPU in Q3 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q3 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Steigerwald Gordon & Koch held 55 shares of Vanguard Utilities ETF worth $10.8K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #526 holding.
  • Steigerwald Gordon & Koch first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Vanguard Utilities ETF position peaked at $15.1K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.