Ulland Investment Advisors’s Vanguard Utilities ETF VPU Stock Holding History

Ulland Investment Advisors’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	$48K	Hold	245	–	–	0.04%	123
2026 Q1	$49K	Hold	245	–	–	0.04%	118
2025 Q4	$45K	Hold	245	–	–	0.04%	118
2025 Q3	$46K	Hold	245	–	–	0.03%	119
2025 Q2	$43K	Hold	245	–	–	0.03%	117
2025 Q1	$42K	Sell	245 -258	-51%	-$43.6K	0.04%	120
2024 Q4	$82K	Hold	503	–	–	0.05%	93
2024 Q3	$88K	Sell	503 -445	-47%	-$71.5K	0.06%	89
2024 Q2	$140K	Buy	948 +10	+1%	+$1.49K	0.1%	70
2024 Q1	$134K	Hold	938	–	–	0.11%	76
2023 Q4	$129K	Hold	938	–	–	0.13%	67
2023 Q3	$120K	Buy	938 +345	+58%	+$48.3K	0.13%	68
2023 Q2	$84K	Buy	593 +30	+5%	+$4.39K	0.09%	83
2023 Q1	$83K	Hold	563	–	–	0.1%	76
2022 Q4	$86K	Hold	563	–	–	0.1%	73
2022 Q3	$80K	Hold	563	–	–	0.09%	73
2022 Q2	$86K	Hold	563	–	–	0.09%	74
2022 Q1	$91K	Sell	563 -220	-28%	-$33.3K	0.07%	79
2021 Q4	$122K	Buy	+783	New	+$115K	0.08%	75

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 22.9% 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

Ulland Investment Advisors's VPU Position: Q2 2026 in Review

Ulland Investment Advisors held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 245 shares worth $48K. The position accounts for 0.04% of the portfolio, ranked #123.

Ulland Investment Advisors first reported a position in VPU in Q4 2021 and has held it in 19 quarters since. The position peaked at $140K in Q2 2024. 697 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

Ulland Investment Advisors held 245 shares of Vanguard Utilities ETF worth $48K as of Q2 2026.
Ulland Investment Advisors left its Vanguard Utilities ETF share count unchanged in Q2 2026.
Vanguard Utilities ETF made up 0.04% of Ulland Investment Advisors's portfolio in Q2 2026, its #123 holding.
Ulland Investment Advisors first reported a position in Vanguard Utilities ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's Vanguard Utilities ETF position peaked at $140K in Q2 2024.
697 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.