SF
VPU

Summit Financial’s Vanguard Utilities ETF VPU Stock Holding History

Summit Financial’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 		$3.29M Buy
16,802
+1,518
+10% +$298K 0.04% 469
2026
Q1 		$3.03M Buy
15,284
+2,317
+18% +$450K 0.04% 457
2025
Q4 		$2.4M Buy
12,967
+5,062
+64% +$972K 0.04% 445
2025
Q3 		$1.5M Buy
7,905
+124
+2% +$22.7K 0.02% 543
2025
Q2 		$1.37M Buy
7,781
+114
+1% +$19.7K 0.03% 355
2025
Q1 		$1.31M Buy
7,667
+198
+3% +$33.4K 0.04% 323
2024
Q4 		$1.22M Buy
7,469
+270
+4% +$46.2K 0.04% 281
2024
Q3 		$1.26M Buy
7,199
+377
+6% +$60.6K 0.05% 226
2024
Q2 		$1.02M Buy
6,822
+325
+5% +$48.4K 0.05% 225
2024
Q1 		$926K Buy
6,497
+4,043
+165% +$546K 0.05% 194
2023
Q4 		$336K Buy
+2,454
New +$324K 0.02% 285

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

Summit Financial's VPU Position: Q2 2026 in Review

Summit Financial increased its Vanguard Utilities ETF (VPU) stake by 9.9% in Q2 2026, buying an estimated $298K and bringing the position to 16,802 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #469.

Summit Financial first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Summit Financial held 16,802 shares of Vanguard Utilities ETF worth $3.29M as of Q2 2026.
  • Summit Financial bought 1,518 Vanguard Utilities ETF shares in Q2 2026, an estimated $298K.
  • Vanguard Utilities ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #469 holding.
  • Summit Financial first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.