SPIA
VPU

Steward Partners Investment Advisory’s Vanguard Utilities ETF VPU Stock Holding History

Steward Partners Investment Advisory’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 		$1.88M Sell
9,609
-27
-0.3% -$5.29K 0.01% 953
2026
Q1 		$1.91M Buy
9,636
+559
+6% +$109K 0.01% 874
2025
Q4 		$1.68M Buy
9,077
+181
+2% +$34.7K 0.01% 860
2025
Q3 		$1.69M Buy
8,896
+7
+0.1% +$1.28K 0.01% 838
2025
Q2 		$1.57M Sell
8,889
-289
-3% -$49.9K 0.01% 804
2025
Q1 		$1.57M Sell
9,178
-5,135
-36% -$867K 0.01% 746
2024
Q4 		$2.34M Sell
14,313
-214
-1% -$36.6K 0.02% 586
2024
Q3 		$2.53M Buy
14,527
+2,018
+16% +$324K 0.02% 552
2024
Q2 		$1.85M Buy
12,509
+712
+6% +$106K 0.02% 609
2024
Q1 		$1.68M Buy
11,797
+261
+2% +$35.3K 0.02% 629
2023
Q4 		$1.58M Buy
11,536
+280
+2% +$37K 0.02% 572
2023
Q3 		$1.44M Sell
11,256
-11,110
-50% -$1.55M 0.02% 553
2023
Q2 		$3.18M Sell
22,366
-2,513
-10% -$368K 0.05% 361
2023
Q1 		$3.67M Buy
24,879
+23,307
+1,483% +$3.45M 0.06% 322
2022
Q4 		$241K Sell
1,572
-2,038
-56% -$302K ﹤0.01% 1169
2022
Q3 		$514K Buy
3,610
+635
+21% +$101K 0.01% 846
2022
Q2 		$453K Sell
2,975
-710
-19% -$112K 0.01% 884
2022
Q1 		$596K Buy
3,685
+2,378
+182% +$360K 0.01% 865
2021
Q4 		$204K Buy
1,307
+77
+6% +$11.4K ﹤0.01% 1306
2021
Q3 		$171K Buy
1,230
+100
+9% +$14.6K ﹤0.01% 1330
2021
Q2 		$157K Sell
1,130
-117
-9% -$16.8K ﹤0.01% 1729
2021
Q1 		$175K Buy
1,247
+65
+5% +$8.85K ﹤0.01% 1358
2020
Q4 		$162K Buy
1,182
+2
+0.2% +$276 ﹤0.01% 1155
2020
Q3 		$152K Sell
1,180
-106
-8% -$13.7K ﹤0.01% 1059
2020
Q2 		$159K Buy
1,286
+134
+12% +$17K ﹤0.01% 958
2020
Q1 		$140K Buy
1,152
+39
+4% +$5.48K 0.01% 890
2019
Q4 		$159K Buy
1,113
+117
+12% +$16.5K ﹤0.01% 953
2019
Q3 		$143K Buy
996
+298
+43% +$40.9K ﹤0.01% 952
2019
Q2 		$92K Buy
+698
New +$91.3K ﹤0.01% 1090
2018
Q4 		– Sell
-848
Closed -$100K – 2123
2018
Q3 		$100K Sell
848
-79
-9% -$9.37K ﹤0.01% 934
2018
Q2 		$107K Buy
927
+178
+24% +$20K 0.01% 824
2018
Q1 		$83K Buy
+749
New +$82.7K 0.01% 832

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

Steward Partners Investment Advisory's VPU Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Vanguard Utilities ETF (VPU) stake by 0.28% in Q2 2026, selling an estimated $5.29K and leaving 9,609 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #953.

Steward Partners Investment Advisory first reported a position in VPU in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.67M in Q1 2023. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Steward Partners Investment Advisory held 9,609 shares of Vanguard Utilities ETF worth $1.88M as of Q2 2026.
  • Steward Partners Investment Advisory sold 27 Vanguard Utilities ETF shares in Q2 2026, an estimated $5.29K.
  • Vanguard Utilities ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #953 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard Utilities ETF in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Vanguard Utilities ETF position peaked at $3.67M in Q1 2023.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.