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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return