V2 Financial group’s Vanguard Utilities ETF VPU Stock Holding History

V2 Financial group’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	$931K	Hold	4,700	–	–	0.43%	37
2025 Q4	$870K	Sell	4,700 -100	-2%	-$19.2K	0.43%	38
2025 Q3	$909K	Hold	4,800	–	–	0.5%	29
2025 Q2	$847K	Hold	4,800	–	–	0.51%	27
2025 Q1	$820K	Hold	4,800	–	–	0.53%	29
2024 Q4	$784K	Hold	4,800	–	–	0.48%	36
2024 Q3	$835K	Hold	4,800	–	–	0.54%	29
2024 Q2	$746K	Hold	4,800	–	–	0.5%	32
2024 Q1	$684K	Hold	4,800	–	–	0.47%	32
2023 Q4	$658K	Sell	4,800 -500	-9%	-$66K	0.46%	33
2023 Q3	$676K	Hold	5,300	–	–	0.51%	29
2023 Q2	$754K	Hold	5,300	–	–	0.54%	28
2023 Q1	$782K	Hold	5,300	–	–	0.56%	24
2022 Q4	$813K	Buy	5,300 +500	+10%	+$74.1K	0.65%	22
2022 Q3	$683K	Hold	4,800	–	–	0.6%	22
2022 Q2	$731K	Hold	4,800	–	–	0.59%	22
2022 Q1	$777K	Hold	4,800	–	–	0.59%	28
2021 Q4	$751K	Hold	4,800	–	–	0.58%	38
2021 Q3	$668K	Sell	4,800 -7	-0.1%	-$1.02K	0.58%	30
2021 Q2	$667K	Buy	4,807 +7	+0.1%	+$1K	0.57%	32
2021 Q1	$674K	Hold	4,800	–	–	0.61%	28
2020 Q4	$659K	Buy	+4,800	New	+$662K	0.67%	23

Other funds holding VPU

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

V2 Financial group's VPU Position: Q1 2026 in Review

V2 Financial group held its Vanguard Utilities ETF (VPU) position steady in Q1 2026 at 4,700 shares worth $931K. The position accounts for 0.43% of the portfolio, ranked #37.

V2 Financial group first reported a position in VPU in Q4 2020 and has held it in 22 quarters since. 671 funds tracked by Wall St. Rank hold VPU as of Q1 2026.

V2 Financial group held 4,700 shares of Vanguard Utilities ETF worth $931K as of Q1 2026.
V2 Financial group left its Vanguard Utilities ETF share count unchanged in Q1 2026.
Vanguard Utilities ETF made up 0.43% of V2 Financial group's portfolio in Q1 2026, its #37 holding.
V2 Financial group first reported a position in Vanguard Utilities ETF in Q4 2020 and has held it in 22 quarters since.
671 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.