VR
VPU

Vision Retirement’s Vanguard Utilities ETF VPU Stock Holding History

Vision Retirement’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 		$67.5K Hold
345
– – 0.02% 205
2026
Q1 		$68.4K Hold
345
– – 0.02% 190
2025
Q4 		$63.8K Buy
+345
New +$66.2K 0.02% 200

Other funds holding VPU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vision Retirement's VPU Position: Q2 2026 in Review

Vision Retirement held its Vanguard Utilities ETF (VPU) position steady in Q2 2026 at 345 shares worth $67.5K. The position accounts for 0.02% of the portfolio, ranked #205.

Vision Retirement first reported a position in VPU in Q4 2025 and has held it in 3 quarters since. The position peaked at $68.4K in Q1 2026. 665 funds tracked by Wall St. Rank hold VPU as of Q2 2026.

  • Vision Retirement held 345 shares of Vanguard Utilities ETF worth $67.5K as of Q2 2026.
  • Vision Retirement left its Vanguard Utilities ETF share count unchanged in Q2 2026.
  • Vanguard Utilities ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #205 holding.
  • Vision Retirement first reported a position in Vanguard Utilities ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Vanguard Utilities ETF position peaked at $68.4K in Q1 2026.
  • 665 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.