Sweeney & Michel’s Vanguard Utilities ETF VPU Stock Holding History

Sweeney & Michel’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	$882K	Buy	4,669 +2	+0%	+$392	0.23%	68
2026 Q1	$934K	Buy	4,667 +3	+0.1%	+$583	0.27%	61
2025 Q4	$901K	Buy	4,664 +3	+0.1%	+$576	0.27%	63
2025 Q3	$911K	Buy	4,661 +14	+0.3%	+$2.56K	0.31%	55
2025 Q2	$827K	Buy	4,647 +16	+0.3%	+$2.76K	0.29%	59
2025 Q1	$733K	Buy	+4,631	New	+$782K	0.32%	53
2024 Q3	$828K	Buy	4,698 +17	+0.4%	+$2.73K	0.33%	56
2024 Q2	$697K	Buy	4,681 +18	+0.4%	+$2.68K	0.3%	57
2024 Q1	$723K	Buy	+4,663	New	+$630K	0.32%	57
2023 Q3	$600K	Buy	4,576 +21	+0.5%	+$2.94K	0.31%	53
2023 Q2	$636K	Buy	4,555 +16	+0.4%	+$2.34K	0.33%	50
2023 Q1	$647K	Buy	+4,539	New	+$672K	0.34%	51

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

Sweeney & Michel's VPU Position: Q2 2026 in Review

Sweeney & Michel increased its Vanguard Utilities ETF (VPU) stake by 0.04% in Q2 2026, buying an estimated $392 and bringing the position to 4,669 shares worth $882K. The position accounts for 0.23% of the portfolio, ranked #68.

Sweeney & Michel first reported a position in VPU in Q1 2023 and has held it in 12 quarters since. The position peaked at $934K in Q1 2026. 693 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Sweeney & Michel held 4,669 shares of Vanguard Utilities ETF worth $882K as of Q2 2026.
Sweeney & Michel bought 2 Vanguard Utilities ETF shares in Q2 2026, an estimated $392.
Vanguard Utilities ETF made up 0.23% of Sweeney & Michel's portfolio in Q2 2026, its #68 holding.
Sweeney & Michel first reported a position in Vanguard Utilities ETF in Q1 2023 and has held it in 12 quarters since.
Sweeney & Michel's Vanguard Utilities ETF position peaked at $934K in Q1 2026.
693 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.