VAS
VPU

Vestmark Advisory Solutions’s Vanguard Utilities ETF VPU Stock Holding History

Vestmark Advisory Solutions’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 		$216K Sell
1,106
-389
-26% -$76.3K ﹤0.01% 1401
2026
Q1 		$296K Sell
1,495
-3,536
-70% -$687K ﹤0.01% 1184
2025
Q4 		$931K Buy
5,031
+1,448
+40% +$278K 0.01% 821
2025
Q3 		$679K Buy
+3,583
New +$656K 0.01% 623

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

Vestmark Advisory Solutions's VPU Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Vanguard Utilities ETF (VPU) stake by 26% in Q2 2026, selling an estimated $76.3K and leaving 1,106 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Vestmark Advisory Solutions first reported a position in VPU in Q3 2025 and has held it in 4 quarters since. The position peaked at $931K in Q4 2025. 691 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Vestmark Advisory Solutions held 1,106 shares of Vanguard Utilities ETF worth $216K as of Q2 2026.
  • Vestmark Advisory Solutions sold 389 Vanguard Utilities ETF shares in Q2 2026, an estimated $76.3K.
  • Vanguard Utilities ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1401 holding.
  • Vestmark Advisory Solutions first reported a position in Vanguard Utilities ETF in Q3 2025 and has held it in 4 quarters since.
  • Vestmark Advisory Solutions's Vanguard Utilities ETF position peaked at $931K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.