Strategic Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Strategic Wealth Partners’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	$79.5K	Hold	406	–	–	﹤0.01%	436
2026 Q1	$80.4K	Sell	406 -125	-24%	-$24.3K	0.01%	425
2025 Q4	$98.3K	Buy	531 +80	+18%	+$15.4K	0.01%	408
2025 Q3	$85.4K	Sell	451 -38	-8%	-$6.96K	0.01%	464
2025 Q2	$86.3K	Buy	+489	New	+$84.4K	0.01%	416
2023 Q4	–	Sell	-49,552	Closed	-$6.32M	–	302
2023 Q3	$6.32M	Buy	49,552 +47,114	+1,932%	+$6.59M	0.83%	24
2023 Q2	$347K	Buy	2,438 +161	+7%	+$23.6K	0.04%	234
2023 Q1	$336K	Buy	+2,277	New	+$337K	0.05%	206

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 Wealth Partners's VPU Position: Q2 2026 in Review

Strategic Wealth Partners held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 406 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Strategic Wealth Partners first reported a position in VPU in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.32M in Q3 2023. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Strategic Wealth Partners held 406 shares of Vanguard Utilities ETF worth $79.5K as of Q2 2026.
Strategic Wealth Partners left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #436 holding.
Strategic Wealth Partners first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 8 quarters since.
Strategic Wealth Partners's Vanguard Utilities ETF position peaked at $6.32M in Q3 2023.
691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.