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VPU

Transce3nd’s Vanguard Utilities ETF VPU Stock Holding History

Transce3nd’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 		$392 Sell
2
-1,466
-100% -$288K ﹤0.01% 167
2026
Q1 		$291K Buy
1,468
+1,466
+73,300% +$285K 2.58% 9
2025
Q4 		$377 Sell
2
-1
-33% -$192 ﹤0.01% 166
2025
Q3 		$432 Sell
3
-2,279
-100% -$417K ﹤0.01% 150
2025
Q2 		$421K Sell
2,282
-151
-6% -$26K 0.18% 93
2025
Q1 		$404K Buy
2,433
+1,811
+291% +$306K 0.18% 98
2024
Q4 		$102K Buy
+622
New +$106K 0.03% 252

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

Transce3nd's VPU Position: Q2 2026 in Review

Transce3nd reduced its Vanguard Utilities ETF (VPU) stake by 100% in Q2 2026, selling an estimated $288K and leaving 2 shares worth $392. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Transce3nd first reported a position in VPU in Q4 2024 and has held it in 7 quarters since. The position peaked at $421K in Q2 2025. 692 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Transce3nd held 2 shares of Vanguard Utilities ETF worth $392 as of Q2 2026.
  • Transce3nd sold 1,466 Vanguard Utilities ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Utilities ETF made up ﹤0.01% of Transce3nd's portfolio in Q2 2026, its #167 holding.
  • Transce3nd first reported a position in Vanguard Utilities ETF in Q4 2024 and has held it in 7 quarters since.
  • Transce3nd's Vanguard Utilities ETF position peaked at $421K in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.