VDBMI
VPU

Van Den Berg Management I’s Vanguard Utilities ETF VPU Stock Holding History

Van Den Berg Management I’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 		$31.7K Hold
162
– – 0.01% 103
2026
Q1 		$32.1K Buy
+162
New +$31.5K 0.01% 107

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

Van Den Berg Management I's VPU Position: Q2 2026 in Review

Van Den Berg Management I held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 162 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #103.

Van Den Berg Management I first reported a position in VPU in Q1 2026 and has held it in 2 quarters since. The position peaked at $32.1K in Q1 2026. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Van Den Berg Management I held 162 shares of Vanguard Utilities ETF worth $31.7K as of Q2 2026.
  • Van Den Berg Management I left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.01% of Van Den Berg Management I's portfolio in Q2 2026, its #103 holding.
  • Van Den Berg Management I first reported a position in Vanguard Utilities ETF in Q1 2026 and has held it in 2 quarters since.
  • Van Den Berg Management I's Vanguard Utilities ETF position peaked at $32.1K in Q1 2026.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Van Den Berg Management I's 13F filing for Q2 2026, filed 14 Aug 2026.