Swisher Financial Concepts’s Vanguard Utilities ETF VPU Stock Holding History

Swisher Financial Concepts’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	$116K	Sell	591 -1,067	-64%	-$209K	0.07%	88
2026 Q1	$329K	Sell	1,658 -50	-3%	-$9.71K	0.18%	66
2025 Q4	$316K	Buy	1,708 +4	+0.2%	+$768	0.18%	68
2025 Q3	$323K	Buy	1,704 +4	+0.2%	+$733	0.19%	64
2025 Q2	$300K	Buy	1,700 +3	+0.2%	+$517	0.19%	69
2025 Q1	$290K	Buy	1,697 +462	+37%	+$78K	0.24%	55
2024 Q4	$202K	Sell	1,235 -2,488	-67%	-$426K	0.24%	62
2024 Q3	$603K	Buy	3,723 +1,880	+102%	+$302K	0.38%	46
2024 Q2	$272K	Sell	1,843 -41	-2%	-$6.11K	0.28%	64
2024 Q1	$265K	Buy	1,884 +3	+0.2%	+$405	0.23%	65
2023 Q4	$254K	Buy	+1,881	New	+$248K	0.24%	65

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

Swisher Financial Concepts's VPU Position: Q2 2026 in Review

Swisher Financial Concepts reduced its Vanguard Utilities ETF (VPU) stake by 64% in Q2 2026, selling an estimated $209K and leaving 591 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #88.

Swisher Financial Concepts first reported a position in VPU in Q4 2023 and has held it in 11 quarters since. The position peaked at $603K in Q3 2024. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Swisher Financial Concepts held 591 shares of Vanguard Utilities ETF worth $116K as of Q2 2026.
Swisher Financial Concepts sold 1,067 Vanguard Utilities ETF shares in Q2 2026, an estimated $209K.
Vanguard Utilities ETF made up 0.07% of Swisher Financial Concepts's portfolio in Q2 2026, its #88 holding.
Swisher Financial Concepts first reported a position in Vanguard Utilities ETF in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's Vanguard Utilities ETF position peaked at $603K in Q3 2024.
692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.