Strategic Investment Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Strategic Investment Solutions’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	$2.88M	Buy	14,700 +1,443	+11%	+$283K	0.66%	37
2026 Q1	$2.63M	Buy	13,257 +3,409	+35%	+$662K	0.63%	37
2025 Q4	$1.82M	Buy	9,848 +1,285	+15%	+$247K	0.44%	47
2025 Q3	$1.62M	Buy	8,563 +2,132	+33%	+$391K	0.43%	49
2025 Q2	$1.14M	Buy	6,431 +3,381	+111%	+$583K	0.34%	54
2025 Q1	$521K	Buy	3,050 +1,471	+93%	+$248K	0.15%	70
2024 Q4	$256K	Buy	1,579 +164	+12%	+$28.1K	0.09%	89
2024 Q3	$246K	Buy	1,415 +580	+69%	+$93.2K	0.07%	89
2024 Q2	$118K	Buy	+835	New	+$124K	0.04%	126
2023 Q4	$202K	Sell	1,477 -158,920	-99%	-$21M	0.04%	199
2023 Q3	$22.6M	Buy	160,397 +156,916	+4,508%	+$21.9M	0.28%	59
2023 Q2	$489K	Sell	3,481 -21,576	-86%	-$3.16M	0.1%	76
2023 Q1	$3.7M	Sell	25,057 -3,884	-13%	-$575K	0.72%	30
2022 Q4	$4.39M	Buy	+28,941	New	+$4.29M	2.17%	13

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

Strategic Investment Solutions's VPU Position: Q2 2026 in Review

Strategic Investment Solutions increased its Vanguard Utilities ETF (VPU) stake by 11% in Q2 2026, buying an estimated $283K and bringing the position to 14,700 shares worth $2.88M. The position accounts for 0.66% of the portfolio, ranked #37.

Strategic Investment Solutions first reported a position in VPU in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.6M in Q3 2023. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Strategic Investment Solutions held 14,700 shares of Vanguard Utilities ETF worth $2.88M as of Q2 2026.
Strategic Investment Solutions bought 1,443 Vanguard Utilities ETF shares in Q2 2026, an estimated $283K.
Vanguard Utilities ETF made up 0.66% of Strategic Investment Solutions's portfolio in Q2 2026, its #37 holding.
Strategic Investment Solutions first reported a position in Vanguard Utilities ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Vanguard Utilities ETF position peaked at $22.6M in Q3 2023.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.