SG
VPU

StoneX Group’s Vanguard Utilities ETF VPU Stock Holding History

StoneX Group’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 		$2.52M Buy
12,902
+3,164
+32% +$621K 0.1% 167
2026
Q1 		$1.93M Buy
9,738
+991
+11% +$193K 0.1% 161
2025
Q4 		$1.62M Buy
8,747
+5,702
+187% +$1.09M 0.07% 229
2025
Q3 		$577K Buy
3,045
+499
+20% +$91.4K 0.03% 492
2025
Q2 		$449K Buy
2,546
+576
+29% +$99.4K 0.02% 538
2025
Q1 		$336K Buy
1,970
+62
+3% +$10.5K 0.02% 586
2024
Q4 		$312K Buy
1,908
+14
+0.7% +$2.4K 0.02% 590
2024
Q3 		$332K Buy
1,894
+431
+29% +$69.3K 0.02% 439
2024
Q2 		$218K Buy
1,463
+41
+3% +$6.11K 0.02% 547
2024
Q1 		$203K Sell
1,422
-1,663
-54% -$225K 0.02% 533
2023
Q4 		$423K Buy
+3,085
New +$407K 0.04% 334
2023
Q2 		– Sell
-1,426
Closed -$210K – 746
2023
Q1 		$210K Sell
1,426
-397
-22% -$58.8K 0.02% 521
2022
Q4 		$280K Buy
1,823
+71
+4% +$10.5K 0.03% 397
2022
Q3 		$251K Buy
1,752
+423
+32% +$67.4K 0.03% 399
2022
Q2 		$202K Buy
+1,329
New +$209K 0.02% 551
2020
Q1 		– Sell
-1,854
Closed -$265K – 323
2019
Q4 		$265K Sell
1,854
-29
-2% -$4.08K 0.11% 234
2019
Q3 		$273K Sell
1,883
-27
-1% -$3.71K 0.17% 187
2019
Q2 		$254K Sell
1,910
-2
-0.1% -$262 0.16% 195
2019
Q1 		$248K Buy
+1,912
New +$237K 0.19% 194

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

StoneX Group's VPU Position: Q2 2026 in Review

StoneX Group increased its Vanguard Utilities ETF (VPU) stake by 32% in Q2 2026, buying an estimated $621K and bringing the position to 12,902 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #167.

StoneX Group first reported a position in VPU in Q1 2019 and has held it in 19 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • StoneX Group held 12,902 shares of Vanguard Utilities ETF worth $2.52M as of Q2 2026.
  • StoneX Group bought 3,164 Vanguard Utilities ETF shares in Q2 2026, an estimated $621K.
  • Vanguard Utilities ETF made up 0.1% of StoneX Group's portfolio in Q2 2026, its #167 holding.
  • StoneX Group first reported a position in Vanguard Utilities ETF in Q1 2019 and has held it in 19 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.