Sulzberger Capital Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Sulzberger Capital Advisors’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	$1.56M	Buy	7,949 +1,956	+33%	+$384K	1.52%	19
2026 Q1	$1.19M	Buy	5,993 +161	+3%	+$31.3K	1.21%	23
2025 Q4	$1.08M	Buy	5,832 +1,151	+25%	+$221K	1.09%	23
2025 Q3	$887K	Buy	4,681 +55	+1%	+$10.1K	0.99%	20
2025 Q2	$817K	Hold	4,626	–	–	0.96%	19
2025 Q1	$790K	Sell	4,626 -2,562	-36%	-$433K	1.04%	19
2024 Q4	$1.17M	Buy	+7,188	New	+$1.23M	1.33%	20

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

Sulzberger Capital Advisors's VPU Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its Vanguard Utilities ETF (VPU) stake by 33% in Q2 2026, buying an estimated $384K and bringing the position to 7,949 shares worth $1.56M. The position accounts for 1.52% of the portfolio, ranked #19.

Sulzberger Capital Advisors first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Sulzberger Capital Advisors held 7,949 shares of Vanguard Utilities ETF worth $1.56M as of Q2 2026.
Sulzberger Capital Advisors bought 1,956 Vanguard Utilities ETF shares in Q2 2026, an estimated $384K.
Vanguard Utilities ETF made up 1.52% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #19 holding.
Sulzberger Capital Advisors first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.